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 | $180,054 | $133,958+34.4% | $112,228+60.4% | $134,475+33.9% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -14.79% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $13,523 | $4,038+234.9% | $3,635+272.1% | $4,740+185.3% |
| Participant deferral / active EE | $8,167 | $5,291+54.4% | $4,728+72.7% | $6,400+27.6% |
| Admin fee / account holder | $19,361 | $7,489+158.5% | $6,410+202.0% | $11,426+69.4% |