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 | $170,106 | $72,404+134.9% | $110,238+54.3% | $64,186+165.0% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -5.12% | -6.29%+1.2pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,667 | $2,282-27.0% | $3,826-56.4% | $2,381-30.0% |
| Participant deferral / active EE | $4,896 | $3,469+41.1% | $4,672+4.8% | $3,470+41.1% |
| Admin fee / account holder | $11,781 | $5,664+108.0% | $8,547+37.8% | $4,888+141.0% |