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 | $237,784 | $135,635+75.3% | $110,238+115.7% | $135,375+75.6% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -7.28% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,011 | $4,906-38.6% | $3,826-21.3% | $4,779-37.0% |
| Participant deferral / active EE | $10,335 | $5,506+87.7% | $4,672+121.2% | $5,609+84.3% |
| Admin fee / account holder | $5,178 | $11,457-54.8% | $8,547-39.4% | $10,827-52.2% |