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 | $192,786 | $94,529+103.9% | $140,016+37.7% | $64,186+200.4% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -3.81% | 7.77%-11.6pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,981 | $3,812-48.1% | $5,606-64.7% | $2,381-16.8% |
| Participant deferral / active EE | $9,073 | $5,250+72.8% | $6,927+31.0% | $3,470+161.5% |
| Admin fee / account holder | $9,379 | $6,741+39.1% | $10,705-12.4% | $4,888+91.9% |