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 | $205,379 | $82,664+148.5% | $125,339+63.9% | $68,494+199.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -13.29% | -5.97%-7.3pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $7,897 | $3,381+133.6% | $4,814+64.1% | $2,596+204.2% |
| Participant deferral / active EE | $5,708 | $6,110-6.6% | $7,446-23.3% | $4,027+41.7% |
| Admin fee / account holder | $9,112 | $6,275+45.2% | $10,010-9.0% | $5,403+68.7% |