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 | $86,302 | $56,484+52.8% | $169,463-49.1% | $64,186+34.5% |
| Participation rate | 70.3% | 64.5%+5.7pp | 77.8%-7.5pp | 69.6%+0.7pp |
| Annual return | -5.83% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,603 | $1,832-12.5% | $4,159-61.4% | $2,381-32.6% |
| Participant deferral / active EE | $4,550 | $3,448+32.0% | $5,277-13.8% | $3,470+31.2% |
| Admin fee / account holder | $7,467 | $4,174+78.9% | $9,109-18.0% | $4,888+52.8% |