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 | $242,944 | $138,065+76.0% | $123,544+96.6% | $135,375+79.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.59% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $11,196 | $5,151+117.3% | $4,628+141.9% | $4,779+134.3% |
| Participant deferral / active EE | $10,484 | $6,799+54.2% | $6,426+63.2% | $5,609+86.9% |
| Admin fee / account holder | $6,150 | $10,916-43.7% | $9,284-33.8% | $10,827-43.2% |