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 | $86,097 | $42,383+103.1% | $76,523+12.5% | $64,186+34.1% |
| Participation rate | 76.5% | 58.1%+18.3pp | 68.0%+8.5pp | 69.6%+6.9pp |
| Annual return | -5.16% | -16.54%+11.4pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,595 | $1,563+66.0% | $2,647-2.0% | $2,381+9.0% |
| Participant deferral / active EE | $3,334 | $2,566+29.9% | $3,835-13.1% | $3,470-3.9% |
| Admin fee / account holder | $12,555 | $3,198+292.6% | $4,848+159.0% | $4,888+156.9% |