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 | $87,338 | $52,836+65.3% | $105,738-17.4% | $64,186+36.1% |
| Participation rate | 74.2% | 66.5%+7.6pp | 76.3%-2.1pp | 69.6%+4.6pp |
| Annual return | -5.73% | 14.30%-20.0pp | 6.27%-12.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,075 | $1,827+13.6% | $3,268-36.5% | $2,381-12.8% |
| Participant deferral / active EE | $2,898 | $2,545+13.8% | $4,080-29.0% | $3,470-16.5% |
| Admin fee / account holder | $3,941 | $3,959-0.4% | $6,913-43.0% | $4,888-19.4% |