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 | $105,481 | $58,577+80.1% | $83,333+26.6% | $64,186+64.3% |
| Participation rate | 80.0% | 72.0%+8.0pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -6.59% | 9.65%-16.2pp | 10.63%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,110 | $2,098+0.6% | $3,379-37.5% | $2,381-11.4% |
| Participant deferral / active EE | $3,149 | $4,654-32.3% | $5,565-43.4% | $3,470-9.2% |
| Admin fee / account holder | $970 | $9,275-89.5% | $7,510-87.1% | $4,888-80.2% |