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 | $123,800 | $59,107+109.5% | $86,436+43.2% | $68,494+80.7% |
| Participation rate | 96.6% | 75.2%+21.3pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -13.74% | -0.23%-13.5pp | 4394.89%-4408.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $6,283 | $2,519+149.4% | $3,769+66.7% | $2,596+142.0% |
| Participant deferral / active EE | $7,869 | $5,901+33.4% | $6,952+13.2% | $4,027+95.4% |
| Admin fee / account holder | $7,596 | $5,637+34.8% | $6,731+12.9% | $5,403+40.6% |