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 | $248,026 | $95,971+158.4% | $74,550+232.7% | $135,375+83.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.40% | 56.96%-64.4pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $21,054 | $2,716+675.1% | $1,961+973.7% | $4,779+340.6% |
| Participant deferral / active EE | $9,350 | $3,843+143.3% | $3,108+200.8% | $5,609+66.7% |
| Admin fee / account holder | $1,818 | $6,522-72.1% | $5,060-64.1% | $10,827-83.2% |