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 | $164,631 | $127,386+29.2% | $115,037+43.1% | $125,391+31.3% |
| Participation rate | 91.7% | 84.2%+7.5pp | 81.4%+10.3pp | 83.2%+8.5pp |
| Annual return | -2.58% | 31.28%-33.9pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $9,490 | $5,166+83.7% | $4,608+106.0% | $4,866+95.0% |
| Participant deferral / active EE | $4,962 | $6,423-22.7% | $6,026-17.7% | $5,352-7.3% |
| Admin fee / account holder | $3,201 | $9,516-66.4% | $8,175-60.8% | $9,540-66.4% |