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 | $211,970 | $72,404+192.8% | $110,238+92.3% | $64,186+230.2% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.7pp | 69.6%+3.5pp |
| Annual return | 5.99% | -6.29%+12.3pp | 314.74%-308.7pp | 7.63%-1.6pp |
| Employer contribution / active EE | $17,519 | $2,282+667.8% | $3,826+357.8% | $2,381+635.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,407 | $5,664+13.1% | $8,547-25.0% | $4,888+31.1% |