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 | $59,680 | $53,596+11.4% | $90,645-34.2% | $64,186-7.0% |
| Participation rate | 80.8% | 64.5%+16.3pp | 74.0%+6.7pp | 69.6%+11.2pp |
| Annual return | -4.66% | 4.41%-9.1pp | 1.88%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,282 | $1,503+51.8% | $2,532-9.9% | $2,381-4.2% |
| Participant deferral / active EE | $5,671 | $2,459+130.7% | $3,425+65.6% | $3,470+63.5% |
| Admin fee / account holder | $5,521 | $3,868+42.7% | $4,994+10.6% | $4,888+12.9% |