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 | $151,134 | $67,331+124.5% | $60,874+148.3% | $134,475+12.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -19.02% | 49.93%-69.0pp | 16.90%-35.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,037 | $3,096-34.2% | $2,701-24.6% | $4,740-57.0% |
| Participant deferral / active EE | $4,882 | $4,538+7.6% | $3,817+27.9% | $6,400-23.7% |
| Admin fee / account holder | $638 | $4,582-86.1% | $3,224-80.2% | $11,426-94.4% |