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 | $83,476 | $43,723+90.9% | $121,196-31.1% | $64,186+30.1% |
| Participation rate | 85.2% | 58.3%+26.9pp | 71.7%+13.4pp | 69.6%+15.6pp |
| Annual return | -6.05% | 68.91%-75.0pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,049 | $1,296+58.1% | $4,022-49.1% | $2,381-13.9% |
| Participant deferral / active EE | $6,346 | $2,280+178.4% | $3,344+89.8% | $3,470+82.9% |
| Admin fee / account holder | $792 | $3,501-77.4% | $5,019-84.2% | $4,888-83.8% |