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 | $152,934 | $72,404+111.2% | $110,238+38.7% | $64,186+138.3% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | -4.91% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,477 | $2,282+8.6% | $3,826-35.3% | $2,381+4.1% |
| Participant deferral / active EE | $9,210 | $3,469+165.5% | $4,672+97.1% | $3,470+165.5% |
| Admin fee / account holder | $2,029 | $5,664-64.2% | $8,547-76.3% | $4,888-58.5% |