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 | $77,796 | $42,383+83.6% | $76,523+1.7% | $64,186+21.2% |
| Participation rate | 88.6% | 58.1%+30.5pp | 68.0%+20.6pp | 69.6%+19.1pp |
| Annual return | 8.06% | -16.54%+24.6pp | -0.27%+8.3pp | 7.63%+0.4pp |
| Employer contribution / active EE | $1,428 | $1,563-8.7% | $2,647-46.1% | $2,381-40.0% |
| Participant deferral / active EE | $4,070 | $2,566+58.6% | $3,835+6.1% | $3,470+17.3% |
| Admin fee / account holder | $5,360 | $3,198+67.6% | $4,848+10.6% | $4,888+9.7% |