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 | $127,265 | $99,079+28.4% | $77,999+63.2% | $273,961-53.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.59% | 217.93%-215.3pp | 425.96%-423.4pp | 41.45%-38.9pp |
| Employer contribution / active EE | $7,143 | $3,308+116.0% | $2,470+189.2% | $4,869+46.7% |
| Participant deferral / active EE | $3,429 | $4,306-20.4% | $3,497-2.0% | $5,287-35.2% |
| Admin fee / account holder | $541 | $8,954-94.0% | $5,480-90.1% | $10,132-94.7% |