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 | $57,616 | $62,586-7.9% | $76,768-24.9% | $64,186-10.2% |
| Participation rate | 77.4% | 72.8%+4.6pp | 77.0%+0.5pp | 69.6%+7.9pp |
| Annual return | 6.29% | -1.95%+8.2pp | 2.43%+3.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $3,791 | $1,832+106.9% | $2,485+52.5% | $2,381+59.2% |
| Participant deferral / active EE | $8,136 | $3,145+158.7% | $3,852+111.2% | $3,470+134.5% |
| Admin fee / account holder | $7,047 | $4,667+51.0% | $6,675+5.6% | $4,888+44.2% |