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 | $92,967 | $61,660+50.8% | $80,019+16.2% | $64,186+44.8% |
| Participation rate | 83.8% | 71.7%+12.1pp | 75.8%+8.0pp | 69.6%+14.2pp |
| Annual return | -3.71% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,437 | $1,810-20.6% | $2,468-41.8% | $2,381-39.7% |
| Participant deferral / active EE | $7,704 | $2,968+159.6% | $3,686+109.0% | $3,470+122.0% |
| Admin fee / account holder | $391 | $5,417-92.8% | $6,521-94.0% | $4,888-92.0% |