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 | $168,196 | $92,703+81.4% | $82,719+103.3% | $134,475+25.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.77% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,720 | $3,274-47.5% | $3,009-42.8% | $4,740-63.7% |
| Participant deferral / active EE | $3,864 | $4,802-19.5% | $4,395-12.1% | $6,400-39.6% |
| Admin fee / account holder | $431 | $5,983-92.8% | $5,329-91.9% | $11,426-96.2% |