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 | $69,919 | $50,958+37.2% | $74,550-6.2% | $64,186+8.9% |
| Participation rate | 88.5% | 61.1%+27.4pp | 69.1%+19.3pp | 69.6%+18.9pp |
| Annual return | -5.44% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $300 | $1,115-73.1% | $1,961-84.7% | $2,381-87.4% |
| Participant deferral / active EE | $3,154 | $2,301+37.0% | $3,108+1.5% | $3,470-9.1% |
| Admin fee / account holder | $8,065 | $4,223+91.0% | $5,060+59.4% | $4,888+65.0% |