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 | $182,085 | $99,079+83.8% | $77,999+133.4% | $273,961-33.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 2.77% | 217.93%-215.2pp | 425.96%-423.2pp | 41.45%-38.7pp |
| Employer contribution / active EE | $8,405 | $3,308+154.1% | $2,470+240.3% | $4,869+72.6% |
| Participant deferral / active EE | $1,183 | $4,306-72.5% | $3,497-66.2% | $5,287-77.6% |
| Admin fee / account holder | $8,129 | $8,954-9.2% | $5,480+48.3% | $10,132-19.8% |