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 | $177,085 | $76,000+133.0% | $154,107+14.9% | $64,186+175.9% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -1.11% | 30.32%-31.4pp | 735.12%-736.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $11,582 | $3,351+245.6% | $5,298+118.6% | $2,381+386.4% |
| Participant deferral / active EE | $10,929 | $3,175+244.2% | $5,081+115.1% | $3,470+215.0% |
| Admin fee / account holder | $1,401 | $5,596-75.0% | $13,411-89.5% | $4,888-71.3% |