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 3-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 | $170,601 | $197,825-13.8% | $155,790+9.5% | $125,391+36.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.41% | 86.74%-90.1pp | 71.54%-75.0pp | 282.22%-285.6pp |
| Employer contribution / active EE | $11,998 | $4,847+147.5% | $3,836+212.8% | $4,866+146.6% |
| Participant deferral / active EE | $8,000 | $5,630+42.1% | $4,797+66.8% | $5,352+49.5% |
| Admin fee / account holder | $6,892 | $9,545-27.8% | $7,478-7.8% | $9,540-27.8% |