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 | $156,679 | $129,942+20.6% | $104,294+50.2% | $134,475+16.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.50% | 42.03%-52.5pp | 24.61%-35.1pp | 417.96%-428.5pp |
| Employer contribution / active EE | $8,762 | $4,184+109.4% | $3,372+159.9% | $4,740+84.9% |
| Participant deferral / active EE | $26,000 | $5,588+365.3% | $4,625+462.2% | $6,400+306.3% |
| Admin fee / account holder | $3,307 | $9,323-64.5% | $7,339-54.9% | $11,426-71.1% |