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 | $216,947 | $92,703+134.0% | $82,719+162.3% | $134,475+61.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -12.76% | 944.92%-957.7pp | 701.18%-713.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,715 | $3,274-17.1% | $3,009-9.8% | $4,740-42.7% |
| Participant deferral / active EE | $5,689 | $4,802+18.5% | $4,395+29.4% | $6,400-11.1% |
| Admin fee / account holder | $12,984 | $5,983+117.0% | $5,329+143.7% | $11,426+13.6% |