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 | $147,316 | $106,543+38.3% | $91,220+61.5% | $134,475+9.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -14.19% | 160.60%-174.8pp | 114.01%-128.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,548 | $3,331-23.5% | $2,850-10.6% | $4,740-46.2% |
| Participant deferral / active EE | $6,300 | $4,719+33.5% | $4,234+48.8% | $6,400-1.6% |
| Admin fee / account holder | $52,048 | $6,231+735.3% | $5,420+860.4% | $11,426+355.5% |