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 | $37,150 | $61,660-39.8% | $80,019-53.6% | $64,186-42.1% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | -5.28% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,904 | $1,810+60.4% | $2,468+17.7% | $2,381+22.0% |
| Participant deferral / active EE | $4,426 | $2,968+49.1% | $3,686+20.1% | $3,470+27.6% |
| Admin fee / account holder | $5,887 | $5,417+8.7% | $6,521-9.7% | $4,888+20.4% |