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 | $210,039 | $77,813+169.9% | $123,544+70.0% | $64,186+227.2% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -2.48% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $4,800 | $3,014+59.3% | $4,628+3.7% | $2,381+101.6% |
| Participant deferral / active EE | $10,674 | $5,240+103.7% | $6,426+66.1% | $3,470+207.6% |
| Admin fee / account holder | $2,727 | $5,519-50.6% | $9,284-70.6% | $4,888-44.2% |