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 | $83,698 | $72,388+15.6% | $111,392-24.9% | $64,186+30.4% |
| Participation rate | 91.7% | 70.5%+21.2pp | 78.9%+12.8pp | 69.6%+22.1pp |
| Annual return | -3.56% | -1.50%-2.1pp | -2.06%-1.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,914 | $3,000+30.5% | $4,328-9.6% | $2,381+64.4% |
| Participant deferral / active EE | $2,128 | $4,241-49.8% | $5,567-61.8% | $3,470-38.7% |
| Admin fee / account holder | $343 | $5,719-94.0% | $12,266-97.2% | $4,888-93.0% |