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 | $171,634 | $95,971+78.8% | $74,550+130.2% | $135,375+26.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.24% | 56.96%-64.2pp | 32.53%-39.8pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,513 | $2,716-44.3% | $1,961-22.8% | $4,779-68.3% |
| Participant deferral / active EE | $6,565 | $3,843+70.8% | $3,108+111.2% | $5,609+17.0% |
| Admin fee / account holder | $5,770 | $6,522-11.5% | $5,060+14.0% | $10,827-46.7% |