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 | $157,102 | $84,402+86.1% | $61,373+156.0% | $134,475+16.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.21% | 584.55%-598.8pp | 338.61%-352.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,666 | $1,544+72.6% | $1,159+129.9% | $4,740-43.8% |
| Participant deferral / active EE | $15,906 | $2,819+464.3% | $2,125+648.6% | $6,400+148.5% |
| Admin fee / account holder | $1,183 | $2,585-54.2% | $2,130-44.5% | $11,426-89.6% |