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 | $170,301 | $62,586+172.1% | $76,768+121.8% | $64,186+165.3% |
| Participation rate | 82.1% | 72.8%+9.3pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | -0.52% | -1.95%+1.4pp | 2.43%-2.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $4,238 | $1,832+131.4% | $2,485+70.5% | $2,381+78.0% |
| Participant deferral / active EE | $9,187 | $3,145+192.2% | $3,852+138.5% | $3,470+164.8% |
| Admin fee / account holder | $2,029 | $4,667-56.5% | $6,675-69.6% | $4,888-58.5% |