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 8-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 | $65,302 | $61,660+5.9% | $80,019-18.4% | $64,186+1.7% |
| Participation rate | 91.9% | 71.7%+20.2pp | 75.8%+16.1pp | 69.6%+22.4pp |
| Annual return | -3.07% | -0.33%-2.7pp | 11.22%-14.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,718 | $1,810+105.4% | $2,468+50.7% | $2,381+56.2% |
| Participant deferral / active EE | $8,845 | $2,968+198.1% | $3,686+140.0% | $3,470+154.9% |
| Admin fee / account holder | $7,807 | $5,417+44.1% | $6,521+19.7% | $4,888+59.7% |