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 | $108,532 | $62,586+73.4% | $76,768+41.4% | $64,186+69.1% |
| Participation rate | 88.1% | 72.8%+15.3pp | 77.0%+11.2pp | 69.6%+18.6pp |
| Annual return | -5.32% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,446 | $1,832-21.1% | $2,485-41.8% | $2,381-39.3% |
| Participant deferral / active EE | $7,029 | $3,145+123.5% | $3,852+82.5% | $3,470+102.6% |
| Admin fee / account holder | $1,899 | $4,667-59.3% | $6,675-71.5% | $4,888-61.1% |