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 | $77,066 | $62,586+23.1% | $76,768+0.4% | $64,186+20.1% |
| Participation rate | 94.2% | 72.8%+21.4pp | 77.0%+17.2pp | 69.6%+24.6pp |
| Annual return | -7.21% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,730 | $1,832+49.0% | $2,485+9.8% | $2,381+14.7% |
| Participant deferral / active EE | $5,430 | $3,145+72.7% | $3,852+41.0% | $3,470+56.5% |
| Admin fee / account holder | $461 | $4,667-90.1% | $6,675-93.1% | $4,888-90.6% |