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 | $83,541 | $52,836+58.1% | $105,738-21.0% | $64,186+30.2% |
| Participation rate | 83.3% | 66.5%+16.8pp | 76.3%+7.0pp | 69.6%+13.8pp |
| Annual return | -0.11% | 14.30%-14.4pp | 6.27%-6.4pp | 7.63%-7.7pp |
| Employer contribution / active EE | $970 | $1,827-46.9% | $3,268-70.3% | $2,381-59.2% |
| Participant deferral / active EE | $3,211 | $2,545+26.1% | $4,080-21.3% | $3,470-7.5% |
| Admin fee / account holder | $1,064 | $3,959-73.1% | $6,913-84.6% | $4,888-78.2% |