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 | $215,888 | $71,883+200.3% | $86,677+149.1% | $68,494+215.2% |
| Participation rate | 92.6% | 72.2%+20.4pp | 76.6%+16.0pp | 67.9%+24.7pp |
| Annual return | -18.54% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,755 | $2,173+72.8% | $2,836+32.4% | $2,596+44.6% |
| Participant deferral / active EE | $8,949 | $3,779+136.8% | $4,656+92.2% | $4,027+122.2% |
| Admin fee / account holder | $28,365 | $6,112+364.1% | $7,493+278.5% | $5,403+425.0% |