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 | $210,102 | $138,065+52.2% | $123,544+70.1% | $135,375+55.2% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.92% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,178 | $5,151-57.7% | $4,628-52.9% | $4,779-54.4% |
| Participant deferral / active EE | $6,044 | $6,799-11.1% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $844 | $10,916-92.3% | $9,284-90.9% | $10,827-92.2% |