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 | $193,906 | $92,222+110.3% | $76,768+152.6% | $135,375+43.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -2.79% | 5.46%-8.2pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,755 | $3,216-45.4% | $2,485-29.4% | $4,779-63.3% |
| Participant deferral / active EE | $6,165 | $4,509+36.7% | $3,852+60.1% | $5,609+9.9% |
| Admin fee / account holder | $3,787 | $10,748-64.8% | $6,675-43.3% | $10,827-65.0% |