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 | $197,562 | $76,738+157.5% | $56,411+250.2% | $145,922+35.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 22.93% | 2994.23%-2971.3pp | 1701.33%-1678.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,038 | $1,380-24.8% | $1,039-0.1% | $4,660-77.7% |
| Participant deferral / active EE | $15,724 | $2,623+499.6% | $1,952+705.6% | $6,688+135.1% |
| Admin fee / account holder | $859 | $3,334-74.2% | $2,829-69.6% | $13,397-93.6% |