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 | $79,838 | $92,222-13.4% | $76,768+4.0% | $135,375-41.0% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | 5.97% | 5.46%+0.5pp | 2.43%+3.5pp | 519.73%-513.8pp |
| Employer contribution / active EE | $1,964 | $3,216-38.9% | $2,485-21.0% | $4,779-58.9% |
| Participant deferral / active EE | $3,510 | $4,509-22.1% | $3,852-8.9% | $5,609-37.4% |
| Admin fee / account holder | $3,537 | $10,748-67.1% | $6,675-47.0% | $10,827-67.3% |