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 | $91,284 | $93,024-1.9% | $77,024+18.5% | $134,475-32.1% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -16.47% | 62.60%-79.1pp | 42.32%-58.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,706 | $3,418+8.4% | $2,812+31.8% | $4,740-21.8% |
| Participant deferral / active EE | $7,958 | $5,238+51.9% | $4,426+79.8% | $6,400+24.4% |
| Admin fee / account holder | $5,609 | $6,944-19.2% | $5,425+3.4% | $11,426-50.9% |