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 | $155,724 | $95,971+62.3% | $74,550+108.9% | $135,375+15.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.97% | 56.96%-63.9pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $888 | $2,716-67.3% | $1,961-54.7% | $4,779-81.4% |
| Participant deferral / active EE | $4,229 | $3,843+10.0% | $3,108+36.1% | $5,609-24.6% |
| Admin fee / account holder | $1,097 | $6,522-83.2% | $5,060-78.3% | $10,827-89.9% |