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 7-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 | $69,650 | $67,331+3.4% | $60,874+14.4% | $134,475-48.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.18% | 49.93%-70.1pp | 16.90%-37.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $14,695 | $3,096+374.6% | $2,701+444.0% | $4,740+210.0% |
| Participant deferral / active EE | $3,538 | $4,538-22.1% | $3,817-7.3% | $6,400-44.7% |
| Admin fee / account holder | $1,102 | $4,582-76.0% | $3,224-65.8% | $11,426-90.4% |