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 | $247,135 | $45,152+447.3% | $73,843+234.7% | $59,632+314.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.47% | 27.40%-26.9pp | 2267.84%-2267.4pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $5,927 | $1,902+211.6% | $2,787+112.6% | $2,203+169.1% |
| Participant deferral / active EE | $12,906 | $2,574+401.4% | $3,583+260.2% | $3,192+304.4% |
| Admin fee / account holder | $22,954 | $3,516+552.8% | $4,880+370.4% | $4,297+434.2% |