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 | $215,464 | $135,635+58.9% | $110,238+95.5% | $135,375+59.2% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -5.30% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,902 | $4,906-20.5% | $3,826+2.0% | $4,779-18.3% |
| Participant deferral / active EE | $7,440 | $5,506+35.1% | $4,672+59.3% | $5,609+32.7% |
| Admin fee / account holder | $1,158 | $11,457-89.9% | $8,547-86.5% | $10,827-89.3% |