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 | $81,756 | $57,354+42.5% | $83,848-2.5% | $64,186+27.4% |
| Participation rate | 88.7% | 68.6%+20.1pp | 76.1%+12.5pp | 69.6%+19.1pp |
| Annual return | -7.04% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $9,002 | $2,545+253.7% | $3,631+147.9% | $2,381+278.1% |
| Participant deferral / active EE | $4,347 | $2,993+45.2% | $4,082+6.5% | $3,470+25.3% |
| Admin fee / account holder | $5,437 | $4,046+34.4% | $5,478-0.7% | $4,888+11.2% |