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 | $84,993 | $62,586+35.8% | $76,768+10.7% | $64,186+32.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.00% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,544 | $1,832+38.9% | $2,485+2.4% | $2,381+6.8% |
| Participant deferral / active EE | $4,339 | $3,145+38.0% | $3,852+12.7% | $3,470+25.1% |
| Admin fee / account holder | $2,006 | $4,667-57.0% | $6,675-70.0% | $4,888-59.0% |