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 | $133,184 | $97,044+37.2% | $83,333+59.8% | $135,375-1.6% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -4.77% | 12.31%-17.1pp | 10.63%-15.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,445 | $4,143-41.0% | $3,379-27.6% | $4,779-48.8% |
| Participant deferral / active EE | $5,635 | $5,964-5.5% | $5,565+1.3% | $5,609+0.5% |
| Admin fee / account holder | $4,687 | $8,380-44.1% | $7,510-37.6% | $10,827-56.7% |