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 | $162,235 | $100,754+61.0% | $86,677+87.2% | $134,475+20.6% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -12.71% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $9,811 | $3,489+181.2% | $2,836+245.9% | $4,740+107.0% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $16,516 | $10,926+51.2% | $7,493+120.4% | $11,426+44.5% |