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 8-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 | $227,272 | $82,664+174.9% | $125,339+81.3% | $68,494+231.8% |
| Participation rate | 97.7% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.8pp |
| Annual return | -13.15% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $14,167 | $3,381+319.0% | $4,814+194.3% | $2,596+445.6% |
| Participant deferral / active EE | $12,259 | $6,110+100.6% | $7,446+64.6% | $4,027+204.4% |
| Admin fee / account holder | $7,040 | $6,275+12.2% | $10,010-29.7% | $5,403+30.3% |