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 | $183,731 | $76,000+141.8% | $154,107+19.2% | $64,186+186.3% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $10,506 | $3,351+213.5% | $5,298+98.3% | $2,381+341.3% |
| Participant deferral / active EE | $3,354 | $3,175+5.6% | $5,081-34.0% | $3,470-3.3% |
| Admin fee / account holder | $78,900 | $5,596+1309.9% | $13,411+488.3% | $4,888+1514.1% |