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 | $188,575 | $132,239+42.6% | $105,722+78.4% | $273,961-31.2% |
| Participation rate | 87.5% | 83.2%+4.3pp | 78.9%+8.6pp | 83.0%+4.5pp |
| Annual return | 5.75% | 10.07%-4.3pp | 12.25%-6.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,641 | $4,867-45.7% | $4,079-35.3% | $4,869-45.8% |
| Participant deferral / active EE | $5,881 | $6,233-5.6% | $5,326+10.4% | $5,287+11.2% |
| Admin fee / account holder | $67,837 | $12,032+463.8% | $8,308+716.5% | $10,132+569.5% |