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 | $191,738 | $99,877+92.0% | $84,966+125.7% | $145,922+31.4% |
| Participation rate | 81.0% | 74.1%+6.9pp | 67.5%+13.5pp | 80.3%+0.7pp |
| Annual return | 11.47% | 83.76%-72.3pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $12,169 | $3,231+276.6% | $2,727+346.2% | $4,660+161.2% |
| Participant deferral / active EE | $5,094 | $5,291-3.7% | $4,519+12.7% | $6,688-23.8% |
| Admin fee / account holder | $2,595 | $7,248-64.2% | $6,149-57.8% | $13,397-80.6% |