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 | $199,696 | $92,703+115.4% | $82,719+141.4% | $134,475+48.5% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -16.86% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,874 | $3,274+18.3% | $3,009+28.8% | $4,740-18.3% |
| Participant deferral / active EE | $13,677 | $4,802+184.8% | $4,395+211.2% | $6,400+113.7% |
| Admin fee / account holder | $1,266 | $5,983-78.8% | $5,329-76.2% | $11,426-88.9% |