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 | $76,507 | $61,660+24.1% | $80,019-4.4% | $64,186+19.2% |
| Participation rate | 97.8% | 71.7%+26.1pp | 75.8%+22.0pp | 69.6%+28.3pp |
| Annual return | -6.92% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,996 | $1,810+175.9% | $2,468+102.4% | $2,381+109.8% |
| Participant deferral / active EE | $5,623 | $2,968+89.5% | $3,686+52.6% | $3,470+62.1% |
| Admin fee / account holder | $3,305 | $5,417-39.0% | $6,521-49.3% | $4,888-32.4% |