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 | $202,235 | $133,958+51.0% | $112,228+80.2% | $134,475+50.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.01% | 47.11%-56.1pp | 27.45%-36.5pp | 417.96%-427.0pp |
| Employer contribution / active EE | $13,684 | $4,038+238.9% | $3,635+276.5% | $4,740+188.7% |
| Participant deferral / active EE | $4,074 | $5,291-23.0% | $4,728-13.8% | $6,400-36.3% |
| Admin fee / account holder | $24,127 | $7,489+222.2% | $6,410+276.4% | $11,426+111.2% |