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 8-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 | $165,121 | $93,024+77.5% | $77,024+114.4% | $134,475+22.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.33% | 62.60%-80.9pp | 42.32%-60.6pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,145 | $3,418-37.3% | $2,812-23.7% | $4,740-54.8% |
| Participant deferral / active EE | $16,035 | $5,238+206.1% | $4,426+262.2% | $6,400+150.5% |
| Admin fee / account holder | $1,447 | $6,944-79.2% | $5,425-73.3% | $11,426-87.3% |