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 | $109,810 | $82,664+32.8% | $125,339-12.4% | $68,494+60.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -8.87% | -5.97%-2.9pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $7,724 | $3,381+128.5% | $4,814+60.5% | $2,596+197.5% |
| Participant deferral / active EE | $10,149 | $6,110+66.1% | $7,446+36.3% | $4,027+152.0% |
| Admin fee / account holder | $2,463 | $6,275-60.7% | $10,010-75.4% | $5,403-54.4% |