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 | $188,633 | $53,596+252.0% | $90,645+108.1% | $64,186+193.9% |
| Participation rate | 88.9% | 64.5%+24.4pp | 74.0%+14.9pp | 69.6%+19.3pp |
| Annual return | -4.66% | 4.41%-9.1pp | 1.88%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,801 | $1,503+86.4% | $2,532+10.6% | $2,381+17.6% |
| Participant deferral / active EE | $8,806 | $2,459+258.2% | $3,425+157.1% | $3,470+153.8% |
| Admin fee / account holder | $11,248 | $3,868+190.8% | $4,994+125.2% | $4,888+130.1% |