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 9-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 | $179,405 | $135,635+32.3% | $110,238+62.7% | $135,375+32.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.88% | 513.19%-520.1pp | 314.74%-321.6pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,600 | $4,906-26.6% | $3,826-5.9% | $4,779-24.7% |
| Participant deferral / active EE | $10,047 | $5,506+82.4% | $4,672+115.0% | $5,609+79.1% |
| Admin fee / account holder | $3,409 | $11,457-70.2% | $8,547-60.1% | $10,827-68.5% |