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 | $202,869 | $180,449+12.4% | $154,107+31.6% | $135,375+49.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.75% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,470 | $6,035-59.1% | $5,298-53.4% | $4,779-48.3% |
| Participant deferral / active EE | $5,925 | $5,806+2.0% | $5,081+16.6% | $5,609+5.6% |
| Admin fee / account holder | $1,172 | $16,143-92.7% | $13,411-91.3% | $10,827-89.2% |