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 | $108,538 | $67,331+61.2% | $60,874+78.3% | $134,475-19.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -16.12% | 49.93%-66.1pp | 16.90%-33.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,783 | $3,096+54.5% | $2,701+77.0% | $4,740+0.9% |
| Participant deferral / active EE | $5,764 | $4,538+27.0% | $3,817+51.0% | $6,400-9.9% |
| Admin fee / account holder | $3,142 | $4,582-31.4% | $3,224-2.6% | $11,426-72.5% |