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 | $176,030 | $43,723+302.6% | $121,196+45.2% | $64,186+174.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -6.87% | 68.91%-75.8pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,612 | $1,296+255.8% | $4,022+14.7% | $2,381+93.7% |
| Participant deferral / active EE | $7,205 | $2,280+216.0% | $3,344+115.4% | $3,470+107.7% |
| Admin fee / account holder | $764 | $3,501-78.2% | $5,019-84.8% | $4,888-84.4% |