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 | $184,095 | $95,971+91.8% | $74,550+146.9% | $135,375+36.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.68% | 56.96%-56.3pp | 32.53%-31.9pp | 519.73%-519.1pp |
| Employer contribution / active EE | $9,740 | $2,716+258.6% | $1,961+396.7% | $4,779+103.8% |
| Participant deferral / active EE | $5,995 | $3,843+56.0% | $3,108+92.9% | $5,609+6.9% |
| Admin fee / account holder | $2,909 | $6,522-55.4% | $5,060-42.5% | $10,827-73.1% |