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 | $234,967 | $99,032+137.3% | $80,019+193.6% | $135,375+73.6% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | 0.18% | 15.39%-15.2pp | 11.22%-11.0pp | 519.73%-519.6pp |
| Employer contribution / active EE | $5,836 | $3,043+91.8% | $2,468+136.5% | $4,779+22.1% |
| Participant deferral / active EE | $7,509 | $4,282+75.4% | $3,686+103.7% | $5,609+33.9% |
| Admin fee / account holder | $16,918 | $10,436+62.1% | $6,521+159.4% | $10,827+56.3% |