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 | $200,837 | $91,911+118.5% | $68,793+191.9% | $135,375+48.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -7.12% | -8.22%+1.1pp | -4.63%-2.5pp | 519.73%-526.9pp |
| Employer contribution / active EE | $11,897 | $3,924+203.2% | $2,625+353.2% | $4,779+149.0% |
| Participant deferral / active EE | $9,587 | $4,315+122.2% | $3,311+189.5% | $5,609+70.9% |
| Admin fee / account holder | $5,437 | $9,240-41.2% | $5,131+6.0% | $10,827-49.8% |