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 | $217,558 | $180,449+20.6% | $154,107+41.2% | $135,375+60.7% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -3.11% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,039 | $6,035-66.2% | $5,298-61.5% | $4,779-57.3% |
| Participant deferral / active EE | $3,600 | $5,806-38.0% | $5,081-29.1% | $5,609-35.8% |
| Admin fee / account holder | $11,488 | $16,143-28.8% | $13,411-14.3% | $10,827+6.1% |