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 | $191,881 | $138,065+39.0% | $123,544+55.3% | $135,375+41.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.36% | 153.68%-158.0pp | 119.20%-123.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,558 | $5,151-50.3% | $4,628-44.7% | $4,779-46.5% |
| Participant deferral / active EE | $8,343 | $6,799+22.7% | $6,426+29.8% | $5,609+48.7% |
| Admin fee / account holder | $1,669 | $10,916-84.7% | $9,284-82.0% | $10,827-84.6% |