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 | $152,920 | $92,222+65.8% | $76,768+99.2% | $135,375+13.0% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -6.66% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,772 | $3,216-44.9% | $2,485-28.7% | $4,779-62.9% |
| Participant deferral / active EE | $5,256 | $4,509+16.6% | $3,852+36.5% | $5,609-6.3% |
| Admin fee / account holder | $1,388 | $10,748-87.1% | $6,675-79.2% | $10,827-87.2% |