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 | $203,558 | $97,757+108.2% | $83,848+142.8% | $135,375+50.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.17% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,412 | $4,222-66.6% | $3,631-61.1% | $4,779-70.5% |
| Participant deferral / active EE | $3,328 | $4,682-28.9% | $4,082-18.5% | $5,609-40.7% |
| Admin fee / account holder | $16,652 | $6,674+149.5% | $5,478+204.0% | $10,827+53.8% |