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 | $113,929 | $62,586+82.0% | $76,768+48.4% | $64,186+77.5% |
| Participation rate | 71.9% | 72.8%-0.9pp | 77.0%-5.1pp | 69.6%+2.3pp |
| Annual return | -3.10% | -1.95%-1.2pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,224 | $1,832+21.4% | $2,485-10.5% | $2,381-6.6% |
| Participant deferral / active EE | $4,116 | $3,145+30.9% | $3,852+6.9% | $3,470+18.6% |
| Admin fee / account holder | $939 | $4,667-79.9% | $6,675-85.9% | $4,888-80.8% |