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 | $181,106 | $106,543+70.0% | $91,220+98.5% | $134,475+34.7% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -14.73% | 160.60%-175.3pp | 114.01%-128.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,383 | $3,331-28.5% | $2,850-16.4% | $4,740-49.7% |
| Participant deferral / active EE | $7,044 | $4,719+49.3% | $4,234+66.4% | $6,400+10.1% |
| Admin fee / account holder | $591 | $6,231-90.5% | $5,420-89.1% | $11,426-94.8% |