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 | $192,896 | $87,705+119.9% | $63,517+203.7% | $125,391+53.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.85% | 21.70%-23.5pp | -70.30%+68.4pp | 282.22%-284.1pp |
| Employer contribution / active EE | $21,865 | $3,601+507.2% | $2,322+841.7% | $4,866+349.3% |
| Participant deferral / active EE | $17,192 | $3,939+336.4% | $2,953+482.1% | $5,352+221.3% |
| Admin fee / account holder | $1,331 | $11,948-88.9% | $5,892-77.4% | $9,540-86.1% |