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 | $84,323 | $61,660+36.8% | $80,019+5.4% | $64,186+31.4% |
| Participation rate | 95.7% | 71.7%+24.1pp | 75.8%+19.9pp | 69.6%+26.2pp |
| Annual return | -4.06% | -0.33%-3.7pp | 11.22%-15.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,238 | $1,810-31.6% | $2,468-49.8% | $2,381-48.0% |
| Participant deferral / active EE | $3,419 | $2,968+15.2% | $3,686-7.2% | $3,470-1.4% |
| Admin fee / account holder | $5,306 | $5,417-2.0% | $6,521-18.6% | $4,888+8.6% |