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 | $99,696 | $53,596+86.0% | $90,645+10.0% | $64,186+55.3% |
| Participation rate | 79.4% | 64.5%+14.9pp | 74.0%+5.4pp | 69.6%+9.8pp |
| Annual return | -2.03% | 4.41%-6.4pp | 1.88%-3.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $810 | $1,503-46.1% | $2,532-68.0% | $2,381-66.0% |
| Participant deferral / active EE | $3,167 | $2,459+28.8% | $3,425-7.5% | $3,470-8.7% |
| Admin fee / account holder | $4,288 | $3,868+10.9% | $4,994-14.1% | $4,888-12.3% |