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 | $98,125 | $65,703+49.3% | $94,224+4.1% | $59,632+64.6% |
| Participation rate | 76.3% | 72.1%+4.2pp | 78.8%-2.5pp | 68.7%+7.6pp |
| Annual return | -0.23% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $506 | $2,021-74.9% | $3,587-85.9% | $2,203-77.0% |
| Participant deferral / active EE | $6,028 | $3,143+91.8% | $4,320+39.5% | $3,192+88.9% |
| Admin fee / account holder | $9,380 | $4,264+120.0% | $6,269+49.6% | $4,297+118.3% |