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 | $102,989 | $32,117+220.7% | $71,086+44.9% | $64,186+60.5% |
| Participation rate | 86.2% | 42.7%+43.5pp | 54.7%+31.6pp | 69.6%+16.6pp |
| Annual return | -3.81% | -5.57%+1.8pp | 650.59%-654.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,093 | $712+755.5% | $1,088+460.2% | $2,381+155.9% |
| Participant deferral / active EE | $5,028 | $1,263+298.1% | $1,874+168.3% | $3,470+44.9% |
| Admin fee / account holder | $3,713 | $2,759+34.6% | $3,082+20.4% | $4,888-24.0% |