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 | $164,694 | $160,055+2.9% | $140,016+17.6% | $135,375+21.7% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.5%-13.8pp | 82.6%-9.0pp |
| Annual return | -5.78% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,926 | $6,420-54.4% | $5,606-47.8% | $4,779-38.8% |
| Participant deferral / active EE | $7,417 | $7,642-2.9% | $6,927+7.1% | $5,609+32.2% |
| Admin fee / account holder | $8,583 | $13,328-35.6% | $10,705-19.8% | $10,827-20.7% |