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 | $212,637 | $190,805+11.4% | $159,960+32.9% | $134,475+58.1% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -14.11% | 552.23%-566.3pp | 408.60%-422.7pp | 417.96%-432.1pp |
| Employer contribution / active EE | $4,174 | $4,995-16.4% | $4,226-1.2% | $4,740-11.9% |
| Participant deferral / active EE | $8,517 | $6,923+23.0% | $6,182+37.8% | $6,400+33.1% |
| Admin fee / account holder | $491 | $10,471-95.3% | $8,698-94.4% | $11,426-95.7% |