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 | $147,202 | $53,596+174.7% | $90,645+62.4% | $64,186+129.3% |
| Participation rate | 88.0% | 64.5%+23.5pp | 74.0%+14.0pp | 69.6%+18.4pp |
| Annual return | -5.57% | 4.41%-10.0pp | 1.88%-7.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,597 | $1,503+6.3% | $2,532-36.9% | $2,381-32.9% |
| Participant deferral / active EE | $6,072 | $2,459+147.0% | $3,425+77.3% | $3,470+75.0% |
| Admin fee / account holder | $2,378 | $3,868-38.5% | $4,994-52.4% | $4,888-51.3% |