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 | $95,059 | $54,350+74.9% | $82,719+14.9% | $68,494+38.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 72.6%+23.9pp | 67.9%+28.5pp |
| Annual return | -17.96% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,598 | $2,218+152.4% | $3,009+86.0% | $2,596+115.6% |
| Participant deferral / active EE | $10,989 | $3,246+238.5% | $4,395+150.0% | $4,027+172.9% |
| Admin fee / account holder | $4,632 | $4,395+5.4% | $5,329-13.1% | $5,403-14.3% |