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 5-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 | $188,967 | $81,460+132.0% | $103,333+82.9% | $80,856+133.7% |
| Participation rate | 98.6% | 66.8%+31.8pp | 74.5%+24.1pp | 67.6%+31.0pp |
| Annual return | 10.87% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $11,532 | $3,105+271.4% | $3,868+198.2% | $2,755+318.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,273 | $6,566-50.2% | $8,355-60.8% | $6,918-52.7% |