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 | $177,051 | $75,828+133.5% | $147,614+19.9% | $59,632+196.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.87% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $5,868 | $3,485+68.4% | $5,564+5.5% | $2,203+166.4% |
| Participant deferral / active EE | $3,823 | $3,130+22.1% | $4,895-21.9% | $3,192+19.8% |
| Admin fee / account holder | $3,885 | $5,985-35.1% | $11,611-66.5% | $4,297-9.6% |