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 | $59,146 | $50,958+16.1% | $74,550-20.7% | $64,186-7.9% |
| Participation rate | 70.4% | 61.1%+9.3pp | 69.1%+1.2pp | 69.6%+0.8pp |
| Annual return | -6.19% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,834 | $1,115+64.4% | $1,961-6.5% | $2,381-23.0% |
| Participant deferral / active EE | $3,692 | $2,301+60.4% | $3,108+18.8% | $3,470+6.4% |
| Admin fee / account holder | $4,768 | $4,223+12.9% | $5,060-5.8% | $4,888-2.5% |