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 | $188,831 | $133,958+41.0% | $112,228+68.3% | $134,475+40.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -20.35% | 47.11%-67.5pp | 27.45%-47.8pp | 417.96%-438.3pp |
| Employer contribution / active EE | $11,011 | $4,038+172.7% | $3,635+202.9% | $4,740+132.3% |
| Participant deferral / active EE | $4,785 | $5,291-9.6% | $4,728+1.2% | $6,400-25.2% |
| Admin fee / account holder | $1,590 | $7,489-78.8% | $6,410-75.2% | $11,426-86.1% |