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 | $176,244 | $152,509+15.6% | $117,472+50.0% | $134,475+31.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.04% | 52.99%-71.0pp | 29.74%-47.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,993 | $5,571-64.2% | $4,176-52.3% | $4,740-57.9% |
| Participant deferral / active EE | $6,296 | $4,818+30.7% | $4,070+54.7% | $6,400-1.6% |
| Admin fee / account holder | $1,895 | $7,004-72.9% | $5,645-66.4% | $11,426-83.4% |