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 | $88,146 | $58,577+50.5% | $83,333+5.8% | $64,186+37.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.99% | 9.65%-15.6pp | 10.63%-16.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,765 | $2,098+127.1% | $3,379+41.0% | $2,381+100.1% |
| Participant deferral / active EE | $5,849 | $4,654+25.7% | $5,565+5.1% | $3,470+68.6% |
| Admin fee / account holder | $1,605 | $9,275-82.7% | $7,510-78.6% | $4,888-67.2% |