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 | $147,883 | $82,664+78.9% | $125,339+18.0% | $68,494+115.9% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,872 | $3,381+132.8% | $4,814+63.5% | $2,596+203.2% |
| Participant deferral / active EE | $14,926 | $6,110+144.3% | $7,446+100.4% | $4,027+270.6% |
| Admin fee / account holder | $2,064 | $6,275-67.1% | $10,010-79.4% | $5,403-61.8% |