See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,883 | $152,509+18.6% | $117,472+54.0% | $134,475+34.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.15% | 52.99%-64.1pp | 29.74%-40.9pp | 417.96%-429.1pp |
| Employer contribution / active EE | $7,834 | $5,571+40.6% | $4,176+87.6% | $4,740+65.3% |
| Participant deferral / active EE | $6,058 | $4,818+25.7% | $4,070+48.8% | $6,400-5.3% |
| Admin fee / account holder | $1,889 | $7,004-73.0% | $5,645-66.5% | $11,426-83.5% |