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 | $137,950 | $45,863+200.8% | $77,024+79.1% | $68,494+101.4% |
| Participation rate | 87.9% | 55.9%+32.0pp | 67.9%+20.0pp | 67.9%+20.0pp |
| Annual return | -13.36% | 1.72%-15.1pp | 42.32%-55.7pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,749 | $1,650+187.9% | $2,812+68.9% | $2,596+82.9% |
| Participant deferral / active EE | $4,171 | $2,962+40.8% | $4,426-5.8% | $4,027+3.6% |
| Admin fee / account holder | $4,095 | $3,041+34.7% | $5,425-24.5% | $5,403-24.2% |