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 5-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 | $184,476 | $100,754+83.1% | $86,677+112.8% | $134,475+37.2% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -12.70% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,957 | $3,489+70.7% | $2,836+110.0% | $4,740+25.7% |
| Participant deferral / active EE | $7,181 | $5,338+34.5% | $4,656+54.2% | $6,400+12.2% |
| Admin fee / account holder | $5,018 | $10,926-54.1% | $7,493-33.0% | $11,426-56.1% |