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 | $98,645 | $67,331+46.5% | $60,874+62.0% | $134,475-26.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.62% | 49.93%-59.6pp | 16.90%-26.5pp | 417.96%-427.6pp |
| Employer contribution / active EE | $4,584 | $3,096+48.0% | $2,701+69.7% | $4,740-3.3% |
| Participant deferral / active EE | $8,525 | $4,538+87.8% | $3,817+123.4% | $6,400+33.2% |
| Admin fee / account holder | $2,990 | $4,582-34.7% | $3,224-7.3% | $11,426-73.8% |