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 | $218,944 | $129,942+68.5% | $104,294+109.9% | $134,475+62.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.18% | 42.03%-60.2pp | 24.61%-42.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $9,539 | $4,184+128.0% | $3,372+182.9% | $4,740+101.3% |
| Participant deferral / active EE | $12,753 | $5,588+128.2% | $4,625+175.8% | $6,400+99.3% |
| Admin fee / account holder | $1,062 | $9,323-88.6% | $7,339-85.5% | $11,426-90.7% |