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 4-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 | $128,693 | $93,024+38.3% | $77,024+67.1% | $134,475-4.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -4.85% | 62.60%-67.4pp | 42.32%-47.2pp | 417.96%-422.8pp |
| Employer contribution / active EE | $38,028 | $3,418+1012.6% | $2,812+1252.2% | $4,740+702.3% |
| Participant deferral / active EE | $26,950 | $5,238+414.5% | $4,426+508.8% | $6,400+321.1% |
| Admin fee / account holder | $346 | $6,944-95.0% | $5,425-93.6% | $11,426-97.0% |