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 | $229,720 | $160,055+43.5% | $140,016+64.1% | $135,375+69.7% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -4.06% | 911.38%-915.4pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,532 | $6,420-45.0% | $5,606-37.0% | $4,779-26.1% |
| Participant deferral / active EE | $11,417 | $7,642+49.4% | $6,927+64.8% | $5,609+103.6% |
| Admin fee / account holder | $811 | $13,328-93.9% | $10,705-92.4% | $10,827-92.5% |