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 | $126,939 | $83,427+52.2% | $115,756+9.7% | $68,494+85.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -17.41% | -10.95%-6.5pp | 143.14%-160.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,235 | $3,075+102.8% | $3,793+64.4% | $2,596+140.2% |
| Participant deferral / active EE | $14,877 | $5,355+177.8% | $6,254+137.9% | $4,027+269.4% |
| Admin fee / account holder | $7,850 | $5,708+37.5% | $8,124-3.4% | $5,403+45.3% |