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 | $92,293 | $52,519+75.7% | $155,790-40.8% | $59,632+54.8% |
| Participation rate | 94.9% | 61.7%+33.2pp | 76.1%+18.8pp | 68.7%+26.2pp |
| Annual return | -1.27% | 53.51%-54.8pp | 71.54%-72.8pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $6,106 | $1,589+284.2% | $3,836+59.2% | $2,203+177.2% |
| Participant deferral / active EE | $10,263 | $3,084+232.7% | $4,797+114.0% | $3,192+221.6% |
| Admin fee / account holder | $2,101 | $3,540-40.6% | $7,478-71.9% | $4,297-51.1% |