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 | $71,683 | $61,660+16.3% | $80,019-10.4% | $64,186+11.7% |
| Participation rate | 88.6% | 71.7%+16.9pp | 75.8%+12.8pp | 69.6%+19.0pp |
| Annual return | 6.58% | -0.33%+6.9pp | 11.22%-4.6pp | 7.63%-1.1pp |
| Employer contribution / active EE | $2,080 | $1,810+14.9% | $2,468-15.7% | $2,381-12.6% |
| Participant deferral / active EE | $2,981 | $2,968+0.5% | $3,686-19.1% | $3,470-14.1% |
| Admin fee / account holder | $10,637 | $5,417+96.4% | $6,521+63.1% | $4,888+117.6% |