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 | $150,809 | $133,958+12.6% | $112,228+34.4% | $134,475+12.1% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -19.99% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,398 | $4,038-15.8% | $3,635-6.5% | $4,740-28.3% |
| Participant deferral / active EE | $11,115 | $5,291+110.1% | $4,728+135.1% | $6,400+73.7% |
| Admin fee / account holder | $3,147 | $7,489-58.0% | $6,410-50.9% | $11,426-72.5% |