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 9-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 | $206,918 | $93,024+122.4% | $77,024+168.6% | $134,475+53.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.99% | 62.60%-77.6pp | 42.32%-57.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $7,529 | $3,418+120.3% | $2,812+167.7% | $4,740+58.9% |
| Participant deferral / active EE | $7,140 | $5,238+36.3% | $4,426+61.3% | $6,400+11.6% |
| Admin fee / account holder | $2,412 | $6,944-65.3% | $5,425-55.5% | $11,426-78.9% |