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 | $163,007 | $138,065+18.1% | $123,544+31.9% | $135,375+20.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -3.85% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $3,585 | $5,151-30.4% | $4,628-22.5% | $4,779-25.0% |
| Participant deferral / active EE | $8,694 | $6,799+27.9% | $6,426+35.3% | $5,609+55.0% |
| Admin fee / account holder | $19,170 | $10,916+75.6% | $9,284+106.5% | $10,827+77.1% |