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 | $213,870 | $95,193+124.7% | $76,523+179.5% | $135,375+58.0% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -5.92% | 4.85%-10.8pp | -0.27%-5.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,451 | $3,302+95.3% | $2,647+143.7% | $4,779+35.0% |
| Participant deferral / active EE | $15,414 | $4,639+232.3% | $3,835+301.9% | $5,609+174.8% |
| Admin fee / account holder | $7,795 | $6,249+24.7% | $4,848+60.8% | $10,827-28.0% |