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 | $199,001 | $138,065+44.1% | $123,544+61.1% | $135,375+47.0% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -4.56% | 153.68%-158.2pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,805 | $5,151-45.5% | $4,628-39.4% | $4,779-41.3% |
| Participant deferral / active EE | $9,415 | $6,799+38.5% | $6,426+46.5% | $5,609+67.9% |
| Admin fee / account holder | $647 | $10,916-94.1% | $9,284-93.0% | $10,827-94.0% |