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 | $138,401 | $168,632-17.9% | $147,614-6.2% | $125,391+10.4% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -0.57% | 77.65%-78.2pp | 61.98%-62.5pp | 282.22%-282.8pp |
| Employer contribution / active EE | $6,890 | $6,252+10.2% | $5,564+23.8% | $4,866+41.6% |
| Participant deferral / active EE | $4,122 | $5,507-25.1% | $4,895-15.8% | $5,352-23.0% |
| Admin fee / account holder | $37,471 | $13,580+175.9% | $11,611+222.7% | $9,540+292.8% |