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 | $172,116 | $168,632+2.1% | $147,614+16.6% | $125,391+37.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.23% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $9,053 | $6,252+44.8% | $5,564+62.7% | $4,866+86.0% |
| Participant deferral / active EE | $10,269 | $5,507+86.5% | $4,895+109.8% | $5,352+91.9% |
| Admin fee / account holder | $1,662 | $13,580-87.8% | $11,611-85.7% | $9,540-82.6% |