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 | $87,744 | $72,404+21.2% | $110,238-20.4% | $64,186+36.7% |
| Participation rate | 86.0% | 73.3%+12.6pp | 79.8%+6.1pp | 69.6%+16.4pp |
| Annual return | 2.69% | -6.29%+9.0pp | 314.74%-312.1pp | 7.63%-4.9pp |
| Employer contribution / active EE | $4,901 | $2,282+114.8% | $3,826+28.1% | $2,381+105.9% |
| Participant deferral / active EE | $7,000 | $3,469+101.8% | $4,672+49.8% | $3,470+101.8% |
| Admin fee / account holder | $5,729 | $5,664+1.1% | $8,547-33.0% | $4,888+17.2% |