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 7-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 | $149,101 | $133,958+11.3% | $112,228+32.9% | $134,475+10.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.50% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,203 | $4,038-45.4% | $3,635-39.4% | $4,740-53.5% |
| Participant deferral / active EE | $13,720 | $5,291+159.3% | $4,728+190.2% | $6,400+114.4% |
| Admin fee / account holder | $3,310 | $7,489-55.8% | $6,410-48.4% | $11,426-71.0% |