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 | $242,756 | $95,971+152.9% | $74,550+225.6% | $135,375+79.3% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -7.38% | 56.96%-64.3pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,895 | $2,716+6.6% | $1,961+47.6% | $4,779-39.4% |
| Participant deferral / active EE | $6,514 | $3,843+69.5% | $3,108+109.6% | $5,609+16.1% |
| Admin fee / account holder | $23,731 | $6,522+263.9% | $5,060+369.0% | $10,827+119.2% |