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 | $132,615 | $62,586+111.9% | $76,768+72.7% | $64,186+106.6% |
| Participation rate | 74.1% | 72.8%+1.3pp | 77.0%-2.9pp | 69.6%+4.5pp |
| Annual return | -5.08% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,532 | $1,832-16.4% | $2,485-38.3% | $2,381-35.6% |
| Participant deferral / active EE | $4,479 | $3,145+42.4% | $3,852+16.3% | $3,470+29.1% |
| Admin fee / account holder | $7,295 | $4,667+56.3% | $6,675+9.3% | $4,888+49.2% |