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 | $136,072 | $56,484+140.9% | $169,463-19.7% | $64,186+112.0% |
| Participation rate | 75.0% | 64.5%+10.5pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | -5.32% | -1.55%-3.8pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,085 | $1,832+68.4% | $4,159-25.8% | $2,381+29.6% |
| Participant deferral / active EE | $7,057 | $3,448+104.7% | $5,277+33.7% | $3,470+103.4% |
| Admin fee / account holder | $1,241 | $4,174-70.3% | $9,109-86.4% | $4,888-74.6% |