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 | $216,450 | $138,065+56.8% | $123,544+75.2% | $135,375+59.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.76% | 153.68%-159.4pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,148 | $5,151-58.3% | $4,628-53.6% | $4,779-55.1% |
| Participant deferral / active EE | $13,059 | $6,799+92.1% | $6,426+103.2% | $5,609+132.8% |
| Admin fee / account holder | $506 | $10,916-95.4% | $9,284-94.6% | $10,827-95.3% |