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 | $245,689 | $138,065+78.0% | $123,544+98.9% | $135,375+81.5% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -5.49% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $14,286 | $5,151+177.3% | $4,628+208.7% | $4,779+198.9% |
| Participant deferral / active EE | $8,034 | $6,799+18.2% | $6,426+25.0% | $5,609+43.2% |
| Admin fee / account holder | $4,388 | $10,916-59.8% | $9,284-52.7% | $10,827-59.5% |