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 | $101,056 | $62,586+61.5% | $76,768+31.6% | $64,186+57.4% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | -7.29% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $727 | $1,832-60.3% | $2,485-70.7% | $2,381-69.5% |
| Participant deferral / active EE | $3,317 | $3,145+5.5% | $3,852-13.9% | $3,470-4.4% |
| Admin fee / account holder | $4,933 | $4,667+5.7% | $6,675-26.1% | $4,888+0.9% |