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 | $114,457 | $43,723+161.8% | $121,196-5.6% | $64,186+78.3% |
| Participation rate | 90.7% | 58.3%+32.4pp | 71.7%+19.0pp | 69.6%+21.2pp |
| Annual return | -6.58% | 68.91%-75.5pp | 16.93%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $926 | $1,296-28.6% | $4,022-77.0% | $2,381-61.1% |
| Participant deferral / active EE | $6,339 | $2,280+178.0% | $3,344+89.5% | $3,470+82.7% |
| Admin fee / account holder | $1,352 | $3,501-61.4% | $5,019-73.1% | $4,888-72.3% |