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 | $151,185 | $106,543+41.9% | $91,220+65.7% | $134,475+12.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.30% | 160.60%-176.9pp | 114.01%-130.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,236 | $3,331+27.2% | $2,850+48.6% | $4,740-10.6% |
| Participant deferral / active EE | $2,492 | $4,719-47.2% | $4,234-41.1% | $6,400-61.1% |
| Admin fee / account holder | $5,936 | $6,231-4.7% | $5,420+9.5% | $11,426-48.1% |