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 | $143,738 | $76,000+89.1% | $154,107-6.7% | $64,186+123.9% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -4.28% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $7,873 | $3,351+135.0% | $5,298+48.6% | $2,381+230.7% |
| Participant deferral / active EE | $6,130 | $3,175+93.1% | $5,081+20.7% | $3,470+76.7% |
| Admin fee / account holder | $4,279 | $5,596-23.5% | $13,411-68.1% | $4,888-12.5% |