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 | $228,481 | $100,754+126.8% | $86,677+163.6% | $134,475+69.9% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -9.66% | 29.04%-38.7pp | 35.91%-45.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,944 | $3,489-15.6% | $2,836+3.8% | $4,740-37.9% |
| Participant deferral / active EE | $4,954 | $5,338-7.2% | $4,656+6.4% | $6,400-22.6% |
| Admin fee / account holder | $1,046 | $10,926-90.4% | $7,493-86.0% | $11,426-90.8% |