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 | $167,295 | $107,791+55.2% | $90,645+84.6% | $135,375+23.6% |
| Participation rate | 77.8% | 78.0%-0.3pp | 74.0%+3.8pp | 82.6%-4.9pp |
| Annual return | -6.80% | -0.90%-5.9pp | 1.88%-8.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,797 | $3,018-7.3% | $2,532+10.5% | $4,779-41.5% |
| Participant deferral / active EE | $6,403 | $3,872+65.4% | $3,425+87.0% | $5,609+14.2% |
| Admin fee / account holder | $523 | $5,930-91.2% | $4,994-89.5% | $10,827-95.2% |