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 | $170,131 | $168,632+0.9% | $147,614+15.3% | $125,391+35.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.04% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,143 | $6,252-33.7% | $5,564-25.5% | $4,866-14.9% |
| Participant deferral / active EE | $7,028 | $5,507+27.6% | $4,895+43.6% | $5,352+31.3% |
| Admin fee / account holder | $794 | $13,580-94.2% | $11,611-93.2% | $9,540-91.7% |