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 | $154,680 | $106,543+45.2% | $91,220+69.6% | $134,475+15.0% |
| Participation rate | 82.6% | 76.8%+5.8pp | 73.2%+9.4pp | 81.2%+1.4pp |
| Annual return | -14.90% | 160.60%-175.5pp | 114.01%-128.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,427 | $3,331-57.2% | $2,850-49.9% | $4,740-69.9% |
| Participant deferral / active EE | $4,403 | $4,719-6.7% | $4,234+4.0% | $6,400-31.2% |
| Admin fee / account holder | $9,530 | $6,231+52.9% | $5,420+75.8% | $11,426-16.6% |