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 | $244,828 | $65,703+272.6% | $94,224+159.8% | $59,632+310.6% |
| Participation rate | 94.3% | 72.1%+22.2pp | 78.8%+15.5pp | 68.7%+25.6pp |
| Annual return | -1.31% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $10,818 | $2,021+435.4% | $3,587+201.6% | $2,203+391.1% |
| Participant deferral / active EE | $5,162 | $3,143+64.2% | $4,320+19.5% | $3,192+61.7% |
| Admin fee / account holder | $1,610 | $4,264-62.2% | $6,269-74.3% | $4,297-62.5% |