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 | $84,809 | $58,577+44.8% | $83,333+1.8% | $64,186+32.1% |
| Participation rate | 82.5% | 72.0%+10.5pp | 77.8%+4.8pp | 69.6%+13.0pp |
| Annual return | -6.85% | 9.65%-16.5pp | 10.63%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,657 | $2,098+74.3% | $3,379+8.3% | $2,381+53.6% |
| Participant deferral / active EE | $7,618 | $4,654+63.7% | $5,565+36.9% | $3,470+119.6% |
| Admin fee / account holder | $16,712 | $9,275+80.2% | $7,510+122.5% | $4,888+241.9% |