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 | $80,809 | $53,596+50.8% | $90,645-10.9% | $64,186+25.9% |
| Participation rate | 97.2% | 64.5%+32.7pp | 74.0%+23.2pp | 69.6%+27.7pp |
| Annual return | -5.08% | 4.41%-9.5pp | 1.88%-7.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,151 | $1,503+43.1% | $2,532-15.0% | $2,381-9.6% |
| Participant deferral / active EE | $6,141 | $2,459+149.8% | $3,425+79.3% | $3,470+77.0% |
| Admin fee / account holder | $2,636 | $3,868-31.8% | $4,994-47.2% | $4,888-46.1% |