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 | $148,119 | $57,354+158.3% | $83,848+76.7% | $64,186+130.8% |
| Participation rate | 82.5% | 68.6%+13.8pp | 76.1%+6.3pp | 69.6%+12.9pp |
| Annual return | -8.29% | 11.38%-19.7pp | 850.88%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,564 | $2,545-38.6% | $3,631-56.9% | $2,381-34.3% |
| Participant deferral / active EE | $4,600 | $2,993+53.7% | $4,082+12.7% | $3,470+32.6% |
| Admin fee / account holder | $5,364 | $4,046+32.6% | $5,478-2.1% | $4,888+9.7% |