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 | $169,170 | $93,024+81.9% | $77,024+119.6% | $134,475+25.8% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -16.20% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,504 | $3,418-56.0% | $2,812-46.5% | $4,740-68.3% |
| Participant deferral / active EE | $5,564 | $5,238+6.2% | $4,426+25.7% | $6,400-13.1% |
| Admin fee / account holder | $11,746 | $6,944+69.2% | $5,425+116.5% | $11,426+2.8% |