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 | $140,248 | $39,162+258.1% | $100,671+39.3% | $59,632+135.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -0.55% | 21.07%-21.6pp | 20.43%-21.0pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $6,928 | $1,151+502.2% | $4,012+72.7% | $2,203+214.6% |
| Participant deferral / active EE | $5,973 | $1,992+199.9% | $3,144+90.0% | $3,192+87.2% |
| Admin fee / account holder | $4,268 | $2,969+43.7% | $4,850-12.0% | $4,297-0.7% |