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 | $92,661 | $62,586+48.1% | $76,768+20.7% | $64,186+44.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.66% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,341 | $1,832+82.4% | $2,485+34.5% | $2,381+40.3% |
| Participant deferral / active EE | $4,620 | $3,145+46.9% | $3,852+20.0% | $3,470+33.2% |
| Admin fee / account holder | $10,119 | $4,667+116.8% | $6,675+51.6% | $4,888+107.0% |