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 | $221,865 | $99,032+124.0% | $80,019+177.3% | $135,375+63.9% |
| Participation rate | 72.7% | 78.4%-5.6pp | 75.8%-3.1pp | 82.6%-9.9pp |
| Annual return | -5.02% | 15.39%-20.4pp | 11.22%-16.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,454 | $3,043-19.4% | $2,468-0.6% | $4,779-48.7% |
| Participant deferral / active EE | $7,763 | $4,282+81.3% | $3,686+110.6% | $5,609+38.4% |
| Admin fee / account holder | $3,326 | $10,436-68.1% | $6,521-49.0% | $10,827-69.3% |