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 | $157,613 | $76,000+107.4% | $154,107+2.3% | $64,186+145.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.84% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $11,616 | $3,351+246.7% | $5,298+119.3% | $2,381+387.9% |
| Participant deferral / active EE | $8,511 | $3,175+168.1% | $5,081+67.5% | $3,470+145.3% |
| Admin fee / account holder | $2,299 | $5,596-58.9% | $13,411-82.9% | $4,888-53.0% |