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 | $235,892 | $91,911+156.7% | $68,793+242.9% | $135,375+74.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.77% | -8.22%+2.5pp | -4.63%-1.1pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,800 | $3,924+124.3% | $2,625+235.2% | $4,779+84.1% |
| Participant deferral / active EE | $9,129 | $4,315+111.6% | $3,311+175.7% | $5,609+62.8% |
| Admin fee / account holder | $78,124 | $9,240+745.5% | $5,131+1422.7% | $10,827+621.6% |