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 | $220,649 | $71,883+207.0% | $86,677+154.6% | $68,494+222.1% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -7.24% | 3.52%-10.8pp | 35.91%-43.1pp | -7.84%+0.6pp |
| Employer contribution / active EE | $5,989 | $2,173+175.6% | $2,836+111.1% | $2,596+130.7% |
| Participant deferral / active EE | $12,966 | $3,779+243.1% | $4,656+178.5% | $4,027+222.0% |
| Admin fee / account holder | $7,332 | $6,112+20.0% | $7,493-2.1% | $5,403+35.7% |