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 | $197,588 | $76,000+160.0% | $154,107+28.2% | $64,186+207.8% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -7.65% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $10,812 | $3,351+222.7% | $5,298+104.1% | $2,381+354.1% |
| Participant deferral / active EE | $6,873 | $3,175+116.5% | $5,081+35.3% | $3,470+98.1% |
| Admin fee / account holder | $3,622 | $5,596-35.3% | $13,411-73.0% | $4,888-25.9% |