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 | $47,674 | $62,586-23.8% | $76,768-37.9% | $64,186-25.7% |
| Participation rate | 80.2% | 72.8%+7.4pp | 77.0%+3.3pp | 69.6%+10.7pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,466 | $1,832+89.2% | $2,485+39.5% | $2,381+45.6% |
| Participant deferral / active EE | $7,169 | $3,145+128.0% | $3,852+86.1% | $3,470+106.6% |
| Admin fee / account holder | $1,445 | $4,667-69.0% | $6,675-78.3% | $4,888-70.4% |