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 | $142,351 | $61,660+130.9% | $80,019+77.9% | $64,186+121.8% |
| Participation rate | 88.9% | 71.7%+17.2pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | -5.39% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $3,048 | $1,810+68.4% | $2,468+23.5% | $2,381+28.0% |
| Participant deferral / active EE | $3,918 | $2,968+32.0% | $3,686+6.3% | $3,470+12.9% |
| Admin fee / account holder | $3,944 | $5,417-27.2% | $6,521-39.5% | $4,888-19.3% |