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 | $160,120 | $69,010+132.0% | $159,960+0.1% | $68,494+133.8% |
| Participation rate | 80.6% | 65.4%+15.2pp | 78.0%+2.6pp | 67.9%+12.7pp |
| Annual return | -15.51% | -9.65%-5.9pp | 408.60%-424.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,542 | $2,213+105.2% | $4,226+7.5% | $2,596+75.0% |
| Participant deferral / active EE | $9,273 | $4,212+120.2% | $6,182+50.0% | $4,027+130.3% |
| Admin fee / account holder | $17,353 | $4,798+261.7% | $8,698+99.5% | $5,403+221.2% |