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 | $92,163 | $62,586+47.3% | $76,768+20.1% | $64,186+43.6% |
| Participation rate | 81.8% | 72.8%+9.0pp | 77.0%+4.9pp | 69.6%+12.2pp |
| Annual return | -0.91% | -1.95%+1.0pp | 2.43%-3.3pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,984 | $1,832+8.3% | $2,485-20.2% | $2,381-16.7% |
| Participant deferral / active EE | $7,053 | $3,145+124.3% | $3,852+83.1% | $3,470+103.3% |
| Admin fee / account holder | $1,080 | $4,667-76.9% | $6,675-83.8% | $4,888-77.9% |