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 | $169,462 | $106,543+59.1% | $91,220+85.8% | $134,475+26.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.19% | 160.60%-177.8pp | 114.01%-131.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,070 | $3,331-37.9% | $2,850-27.4% | $4,740-56.3% |
| Participant deferral / active EE | $11,200 | $4,719+137.4% | $4,234+164.6% | $6,400+75.0% |
| Admin fee / account holder | $1,180 | $6,231-81.1% | $5,420-78.2% | $11,426-89.7% |