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 | $133,942 | $54,350+146.4% | $82,719+61.9% | $68,494+95.6% |
| Participation rate | 92.1% | 63.9%+28.2pp | 72.6%+19.6pp | 67.9%+24.2pp |
| Annual return | -16.34% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,203 | $2,218+44.4% | $3,009+6.5% | $2,596+23.4% |
| Participant deferral / active EE | $8,838 | $3,246+172.3% | $4,395+101.1% | $4,027+119.5% |
| Admin fee / account holder | $11,157 | $4,395+153.8% | $5,329+109.4% | $5,403+106.5% |