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 | $172,090 | $67,331+155.6% | $60,874+182.7% | $134,475+28.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.88% | 49.93%-67.8pp | 16.90%-34.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $8,350 | $3,096+169.7% | $2,701+209.1% | $4,740+76.2% |
| Participant deferral / active EE | $3,834 | $4,538-15.5% | $3,817+0.5% | $6,400-40.1% |
| Admin fee / account holder | $1,287 | $4,582-71.9% | $3,224-60.1% | $11,426-88.7% |