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 | $93,200 | $133,958-30.4% | $112,228-17.0% | $134,475-30.7% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | -19.94% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-437.9pp |
| Employer contribution / active EE | $10,596 | $4,038+162.4% | $3,635+191.5% | $4,740+123.6% |
| Participant deferral / active EE | $7,441 | $5,291+40.6% | $4,728+57.4% | $6,400+16.3% |
| Admin fee / account holder | $3,083 | $7,489-58.8% | $6,410-51.9% | $11,426-73.0% |