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 | $113,826 | $62,586+81.9% | $76,768+48.3% | $64,186+77.3% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -5.90% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,024 | $1,832+119.7% | $2,485+61.9% | $2,381+69.0% |
| Participant deferral / active EE | $5,468 | $3,145+73.9% | $3,852+42.0% | $3,470+57.6% |
| Admin fee / account holder | $6,057 | $4,667+29.8% | $6,675-9.3% | $4,888+23.9% |