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 | $205,592 | $95,971+114.2% | $74,550+175.8% | $135,375+51.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.02% | 56.96%-59.0pp | 32.53%-34.6pp | 519.73%-521.8pp |
| Employer contribution / active EE | $4,781 | $2,716+76.0% | $1,961+143.8% | $4,779+0.1% |
| Participant deferral / active EE | $10,138 | $3,843+163.8% | $3,108+226.2% | $5,609+80.8% |
| Admin fee / account holder | $1,635 | $6,522-74.9% | $5,060-67.7% | $10,827-84.9% |