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 | $94,066 | $57,354+64.0% | $83,848+12.2% | $64,186+46.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.41% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $18,983 | $2,545+645.8% | $3,631+422.8% | $2,381+697.3% |
| Participant deferral / active EE | $4,367 | $2,993+45.9% | $4,082+7.0% | $3,470+25.9% |
| Admin fee / account holder | $4,442 | $4,046+9.8% | $5,478-18.9% | $4,888-9.1% |