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 | $89,094 | $54,726+62.8% | $68,793+29.5% | $64,186+38.8% |
| Participation rate | 85.7% | 68.0%+17.7pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 8.60% | -1.62%+10.2pp | -4.63%+13.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,406 | $1,846-23.8% | $2,625-46.4% | $2,381-40.9% |
| Participant deferral / active EE | $4,955 | $2,626+88.7% | $3,311+49.7% | $3,470+42.8% |
| Admin fee / account holder | $588 | $4,027-85.4% | $5,131-88.5% | $4,888-88.0% |