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 | $198,016 | $90,600+118.6% | $79,464+149.2% | $135,375+46.3% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.99% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,300 | $3,068-25.0% | $2,800-17.9% | $4,779-51.9% |
| Participant deferral / active EE | $7,917 | $4,050+95.5% | $3,704+113.8% | $5,609+41.2% |
| Admin fee / account holder | $1,430 | $5,907-75.8% | $5,113-72.0% | $10,827-86.8% |