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 | $156,121 | $67,331+131.9% | $60,874+156.5% | $134,475+16.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.73% | 49.93%-66.7pp | 16.90%-33.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $7,867 | $3,096+154.0% | $2,701+191.2% | $4,740+66.0% |
| Participant deferral / active EE | $9,533 | $4,538+110.0% | $3,817+149.8% | $6,400+49.0% |
| Admin fee / account holder | $978 | $4,582-78.7% | $3,224-69.7% | $11,426-91.4% |