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 | $70,748 | $48,265+46.6% | $68,791+2.8% | $68,494+3.3% |
| Participation rate | 85.3% | 60.7%+24.6pp | 69.0%+16.3pp | 67.9%+17.4pp |
| Annual return | 1.99% | -12.71%+14.7pp | -6.38%+8.4pp | -7.84%+9.8pp |
| Employer contribution / active EE | $1,666 | $1,829-8.9% | $2,655-37.3% | $2,596-35.8% |
| Participant deferral / active EE | $5,020 | $2,867+75.1% | $3,941+27.4% | $4,027+24.6% |
| Admin fee / account holder | $3,146 | $4,355-27.8% | $4,932-36.2% | $5,403-41.8% |