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 | $95,641 | $54,726+74.8% | $68,793+39.0% | $64,186+49.0% |
| Participation rate | 80.6% | 68.0%+12.6pp | 72.2%+8.4pp | 69.6%+11.1pp |
| Annual return | -2.82% | -1.62%-1.2pp | -4.63%+1.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,148 | $1,846+16.3% | $2,625-18.2% | $2,381-9.8% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,792 | $4,027+43.8% | $5,131+12.9% | $4,888+18.5% |