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 | $151,414 | $82,664+83.2% | $125,339+20.8% | $68,494+121.1% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -18.30% | -5.97%-12.3pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,994 | $3,381-11.4% | $4,814-37.8% | $2,596+15.3% |
| Participant deferral / active EE | $12,308 | $6,110+101.4% | $7,446+65.3% | $4,027+205.6% |
| Admin fee / account holder | $825 | $6,275-86.8% | $10,010-91.8% | $5,403-84.7% |