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 9-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 | $151,794 | $60,124+152.5% | $90,404+67.9% | $79,858+90.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.96% | 71.94%-54.0pp | 1293.02%-1275.1pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,190 | $2,068+5.9% | $3,262-32.9% | $2,471-11.4% |
| Participant deferral / active EE | $5,986 | $2,938+103.7% | $3,963+51.0% | $3,740+60.0% |
| Admin fee / account holder | $1,876 | $3,976-52.8% | $5,611-66.6% | $5,306-64.7% |