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 7-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 | $81,213 | $94,529-14.1% | $140,016-42.0% | $64,186+26.5% |
| Participation rate | 82.9% | 84.1%-1.2pp | 87.5%-4.6pp | 69.6%+13.3pp |
| Annual return | -5.84% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,902 | $3,812-50.1% | $5,606-66.1% | $2,381-20.1% |
| Participant deferral / active EE | $6,168 | $5,250+17.5% | $6,927-11.0% | $3,470+77.8% |
| Admin fee / account holder | $3,040 | $6,741-54.9% | $10,705-71.6% | $4,888-37.8% |