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 | $75,401 | $62,586+20.5% | $76,768-1.8% | $64,186+17.5% |
| Participation rate | 98.4% | 72.8%+25.5pp | 77.0%+21.4pp | 69.6%+28.8pp |
| Annual return | -6.01% | -1.95%-4.1pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $806 | $1,832-56.0% | $2,485-67.6% | $2,381-66.1% |
| Participant deferral / active EE | $3,715 | $3,145+18.1% | $3,852-3.5% | $3,470+7.1% |
| Admin fee / account holder | $5,655 | $4,667+21.2% | $6,675-15.3% | $4,888+15.7% |