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 | $211,309 | $91,538+130.8% | $129,995+62.6% | $75,163+181.1% |
| Participation rate | 86.2% | 71.4%+14.8pp | 78.5%+7.7pp | 67.2%+19.0pp |
| Annual return | 14.56% | -631.11%+645.7pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $2,705 | $2,845-4.9% | $4,320-37.4% | $2,670+1.3% |
| Participant deferral / active EE | $7,639 | $4,341+76.0% | $5,820+31.2% | $4,125+85.2% |
| Admin fee / account holder | $11,288 | $6,790+66.2% | $10,614+6.3% | $5,651+99.7% |