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 | $52,449 | $58,577-10.5% | $83,333-37.1% | $64,186-18.3% |
| Participation rate | 89.2% | 72.0%+17.2pp | 77.8%+11.4pp | 69.6%+19.6pp |
| Annual return | -3.11% | 9.65%-12.8pp | 10.63%-13.7pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,598 | $2,098+23.8% | $3,379-23.1% | $2,381+9.1% |
| Participant deferral / active EE | $3,790 | $4,654-18.6% | $5,565-31.9% | $3,470+9.2% |
| Admin fee / account holder | $3,302 | $9,275-64.4% | $7,510-56.0% | $4,888-32.4% |