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 | $188,992 | $50,958+270.9% | $74,550+153.5% | $64,186+194.4% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.1%+23.7pp | 69.6%+23.3pp |
| Annual return | -3.41% | -1.86%-1.6pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,780 | $1,115+328.6% | $1,961+143.8% | $2,381+100.8% |
| Participant deferral / active EE | $5,073 | $2,301+120.4% | $3,108+63.2% | $3,470+46.2% |
| Admin fee / account holder | $6,498 | $4,223+53.9% | $5,060+28.4% | $4,888+32.9% |