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 5-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 | $185,829 | $133,958+38.7% | $112,228+65.6% | $134,475+38.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.97% | 47.11%-61.1pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $27,463 | $4,038+580.1% | $3,635+655.6% | $4,740+479.4% |
| Participant deferral / active EE | $16,458 | $5,291+211.1% | $4,728+248.1% | $6,400+157.2% |
| Admin fee / account holder | $1,916 | $7,489-74.4% | $6,410-70.1% | $11,426-83.2% |