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 9-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 | $171,095 | $93,024+83.9% | $77,024+122.1% | $134,475+27.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.29% | 62.60%-70.9pp | 42.32%-50.6pp | 417.96%-426.3pp |
| Employer contribution / active EE | $6,104 | $3,418+78.6% | $2,812+117.1% | $4,740+28.8% |
| Participant deferral / active EE | $7,223 | $5,238+37.9% | $4,426+63.2% | $6,400+12.9% |
| Admin fee / account holder | $16,226 | $6,944+133.7% | $5,425+199.1% | $11,426+42.0% |