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 | $137,985 | $95,193+45.0% | $76,523+80.3% | $135,375+1.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -6.59% | 4.85%-11.4pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,808 | $3,302-45.3% | $2,647-31.7% | $4,779-62.2% |
| Participant deferral / active EE | $14,333 | $4,639+209.0% | $3,835+273.7% | $5,609+155.6% |
| Admin fee / account holder | $7,166 | $6,249+14.7% | $4,848+47.8% | $10,827-33.8% |