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 | $128,643 | $76,000+69.3% | $154,107-16.5% | $64,186+100.4% |
| Participation rate | 81.6% | 70.4%+11.2pp | 83.0%-1.5pp | 69.6%+12.0pp |
| Annual return | -6.15% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,425 | $3,351+121.6% | $5,298+40.2% | $2,381+211.8% |
| Participant deferral / active EE | $5,544 | $3,175+74.6% | $5,081+9.1% | $3,470+59.8% |
| Admin fee / account holder | $13,337 | $5,596+138.3% | $13,411-0.6% | $4,888+172.8% |