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 | $114,241 | $54,350+110.2% | $82,719+38.1% | $68,494+66.8% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | 8.17% | -13.67%+21.8pp | 701.18%-693.0pp | -7.84%+16.0pp |
| Employer contribution / active EE | $2,595 | $2,218+17.0% | $3,009-13.7% | $2,5960% |
| Participant deferral / active EE | $5,455 | $3,246+68.0% | $4,395+24.1% | $4,027+35.5% |
| Admin fee / account holder | $30,431 | $4,395+592.3% | $5,329+471.1% | $5,403+463.3% |