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 6-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 | $191,961 | $133,958+43.3% | $112,228+71.0% | $134,475+42.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.41% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,693 | $4,038-8.5% | $3,635+1.6% | $4,740-22.1% |
| Participant deferral / active EE | $9,672 | $5,291+82.8% | $4,728+104.6% | $6,400+51.1% |
| Admin fee / account holder | $1,044 | $7,489-86.1% | $6,410-83.7% | $11,426-90.9% |