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 | $157,354 | $93,024+69.2% | $77,024+104.3% | $134,475+17.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.22% | 62.60%-81.8pp | 42.32%-61.5pp | 417.96%-437.2pp |
| Employer contribution / active EE | $14,593 | $3,418+327.0% | $2,812+418.9% | $4,740+207.9% |
| Participant deferral / active EE | $10,002 | $5,238+91.0% | $4,426+126.0% | $6,400+56.3% |
| Admin fee / account holder | $959 | $6,944-86.2% | $5,425-82.3% | $11,426-91.6% |