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 | $201,765 | $92,703+117.6% | $82,719+143.9% | $134,475+50.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -16.59% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,146 | $3,274-34.5% | $3,009-28.7% | $4,740-54.7% |
| Participant deferral / active EE | $2,958 | $4,802-38.4% | $4,395-32.7% | $6,400-53.8% |
| Admin fee / account holder | $6,687 | $5,983+11.8% | $5,329+25.5% | $11,426-41.5% |