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 | $172,987 | $138,065+25.3% | $123,544+40.0% | $135,375+27.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.45% | 153.68%-159.1pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,744 | $5,151+11.5% | $4,628+24.1% | $4,779+20.2% |
| Participant deferral / active EE | $10,860 | $6,799+59.7% | $6,426+69.0% | $5,609+93.6% |
| Admin fee / account holder | $10,305 | $10,916-5.6% | $9,284+11.0% | $10,827-4.8% |