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 | $193,671 | $129,942+49.0% | $104,294+85.7% | $134,475+44.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.53% | 42.03%-53.6pp | 24.61%-36.1pp | 417.96%-429.5pp |
| Employer contribution / active EE | $9,506 | $4,184+127.2% | $3,372+181.9% | $4,740+100.6% |
| Participant deferral / active EE | $2,671 | $5,588-52.2% | $4,625-42.2% | $6,400-58.3% |
| Admin fee / account holder | $3,103 | $9,323-66.7% | $7,339-57.7% | $11,426-72.8% |