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 | $187,671 | $95,862+95.8% | $79,550+135.9% | $134,475+39.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 69.5%+7.4pp | 81.2%-4.3pp |
| Annual return | -15.95% | -2.69%-13.3pp | 0.16%-16.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,132 | $3,128-63.8% | $2,413-53.1% | $4,740-76.1% |
| Participant deferral / active EE | $5,027 | $4,693+7.1% | $3,985+26.1% | $6,400-21.5% |
| Admin fee / account holder | $3,498 | $9,126-61.7% | $6,832-48.8% | $11,426-69.4% |