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 | $143,024 | $168,632-15.2% | $147,614-3.1% | $125,391+14.1% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -2.15% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,833 | $6,252-70.7% | $5,564-67.1% | $4,866-62.3% |
| Participant deferral / active EE | $6,150 | $5,507+11.7% | $4,895+25.6% | $5,352+14.9% |
| Admin fee / account holder | $27,433 | $13,580+102.0% | $11,611+136.3% | $9,540+187.5% |