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 | $185,863 | $138,065+34.6% | $123,544+50.4% | $135,375+37.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $6,826 | $5,151+32.5% | $4,628+47.5% | $4,779+42.8% |
| Participant deferral / active EE | $25,655 | $6,799+277.3% | $6,426+299.3% | $5,609+357.4% |
| Admin fee / account holder | $922 | $10,916-91.6% | $9,284-90.1% | $10,827-91.5% |