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 | $183,667 | $57,354+220.2% | $83,848+119.0% | $64,186+186.2% |
| Participation rate | 89.2% | 68.6%+20.6pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -0.61% | 11.38%-12.0pp | 850.88%-851.5pp | 7.63%-8.2pp |
| Employer contribution / active EE | $2,887 | $2,545+13.4% | $3,631-20.5% | $2,381+21.3% |
| Participant deferral / active EE | $11,548 | $2,993+285.8% | $4,082+182.9% | $3,470+232.8% |
| Admin fee / account holder | $4,653 | $4,046+15.0% | $5,478-15.1% | $4,888-4.8% |