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 | $170,295 | $99,079+71.9% | $77,999+118.3% | $273,961-37.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.38% | 217.93%-209.5pp | 425.96%-417.6pp | 41.45%-33.1pp |
| Employer contribution / active EE | $11,549 | $3,308+249.2% | $2,470+367.5% | $4,869+137.2% |
| Participant deferral / active EE | $6,146 | $4,306+42.7% | $3,497+75.8% | $5,287+16.2% |
| Admin fee / account holder | $629 | $8,954-93.0% | $5,480-88.5% | $10,132-93.8% |