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 9-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 | $210,657 | $135,635+55.3% | $110,238+91.1% | $135,375+55.6% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -4.02% | 513.19%-517.2pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,936 | $4,906-60.5% | $3,826-49.4% | $4,779-59.5% |
| Participant deferral / active EE | $7,744 | $5,506+40.6% | $4,672+65.8% | $5,609+38.1% |
| Admin fee / account holder | $3,407 | $11,457-70.3% | $8,547-60.1% | $10,827-68.5% |