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 | $128,975 | $61,660+109.2% | $80,019+61.2% | $64,186+100.9% |
| Participation rate | 75.9% | 71.7%+4.2pp | 75.8%0pp | 69.6%+6.3pp |
| Annual return | -4.61% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,389 | $1,810+142.4% | $2,468+77.8% | $2,381+84.4% |
| Participant deferral / active EE | $6,155 | $2,968+107.4% | $3,686+67.0% | $3,470+77.4% |
| Admin fee / account holder | $5,138 | $5,417-5.2% | $6,521-21.2% | $4,888+5.1% |