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 | $92,021 | $69,977+31.5% | $108,579-15.2% | $62,891+46.3% |
| Participation rate | 71.0% | 72.9%-1.9pp | 79.6%-8.6pp | 69.3%+1.7pp |
| Annual return | 6.97% | 10.73%-3.8pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,027 | $2,135-51.9% | $3,758-72.7% | $2,281-55.0% |
| Participant deferral / active EE | $4,974 | $3,165+57.2% | $4,311+15.4% | $3,203+55.3% |
| Admin fee / account holder | $13,097 | $5,076+158.0% | $7,645+71.3% | $4,296+204.9% |