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 | $110,182 | $49,177+124.1% | $79,464+38.7% | $64,186+71.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.41% | -1.16%-4.3pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,840 | $2,076+277.6% | $2,800+180.0% | $2,381+229.3% |
| Participant deferral / active EE | $7,560 | $2,821+167.9% | $3,704+104.1% | $3,470+117.9% |
| Admin fee / account holder | $563 | $3,839-85.3% | $5,113-89.0% | $4,888-88.5% |