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 | $101,638 | $94,529+7.5% | $140,016-27.4% | $64,186+58.3% |
| Participation rate | 97.9% | 84.1%+13.8pp | 87.5%+10.4pp | 69.6%+28.3pp |
| Annual return | -7.00% | 7.77%-14.8pp | 651.12%-658.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $6,039 | $3,812+58.4% | $5,606+7.7% | $2,381+153.6% |
| Participant deferral / active EE | $8,220 | $5,250+56.6% | $6,927+18.7% | $3,470+136.9% |
| Admin fee / account holder | $22,668 | $6,741+236.3% | $10,705+111.7% | $4,888+363.7% |