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 | $168,956 | $138,065+22.4% | $123,544+36.8% | $135,375+24.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.26% | 153.68%-156.9pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $7,511 | $5,151+45.8% | $4,628+62.3% | $4,779+57.2% |
| Participant deferral / active EE | $15,410 | $6,799+126.6% | $6,426+139.8% | $5,609+174.7% |
| Admin fee / account holder | $9,607 | $10,916-12.0% | $9,284+3.5% | $10,827-11.3% |