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 | $211,246 | $129,942+62.6% | $104,294+102.5% | $134,475+57.1% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -12.96% | 42.03%-55.0pp | 24.61%-37.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,560 | $4,184-14.9% | $3,372+5.6% | $4,740-24.9% |
| Participant deferral / active EE | $7,200 | $5,588+28.9% | $4,625+55.7% | $6,400+12.5% |
| Admin fee / account holder | $1,986 | $9,323-78.7% | $7,339-72.9% | $11,426-82.6% |