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 9-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 | $133,096 | $86,699+53.5% | $73,307+81.6% | $125,391+6.1% |
| Participation rate | 95.0% | 78.6%+16.4pp | 74.9%+20.1pp | 83.2%+11.8pp |
| Annual return | -0.85% | 2.78%-3.6pp | 5.67%-6.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $8,936 | $4,152+115.2% | $3,237+176.0% | $4,866+83.7% |
| Participant deferral / active EE | $6,782 | $5,550+22.2% | $4,991+35.9% | $5,352+26.7% |
| Admin fee / account holder | $2,044 | $7,771-73.7% | $5,637-63.7% | $9,540-78.6% |