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 | $245,477 | $135,635+81.0% | $110,238+122.7% | $135,375+81.3% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -6.49% | 513.19%-519.7pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,337 | $4,906-32.0% | $3,826-12.8% | $4,779-30.2% |
| Participant deferral / active EE | $5,746 | $5,506+4.4% | $4,672+23.0% | $5,609+2.5% |
| Admin fee / account holder | $29,576 | $11,457+158.1% | $8,547+246.0% | $10,827+173.2% |