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 | $159,236 | $82,664+92.6% | $125,339+27.0% | $68,494+132.5% |
| Participation rate | 83.1% | 75.0%+8.1pp | 82.4%+0.7pp | 67.9%+15.2pp |
| Annual return | -12.61% | -5.97%-6.6pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,812 | $3,381+12.7% | $4,814-20.8% | $2,596+46.8% |
| Participant deferral / active EE | $9,972 | $6,110+63.2% | $7,446+33.9% | $4,027+147.6% |
| Admin fee / account holder | $3,308 | $6,275-47.3% | $10,010-67.0% | $5,403-38.8% |