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 | $81,988 | $62,586+31.0% | $76,768+6.8% | $64,186+27.7% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -3.78% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,626 | $1,832+97.9% | $2,485+45.9% | $2,381+52.3% |
| Participant deferral / active EE | $5,269 | $3,145+67.6% | $3,852+36.8% | $3,470+51.9% |
| Admin fee / account holder | $869 | $4,667-81.4% | $6,675-87.0% | $4,888-82.2% |