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 | $93,761 | $56,357+66.4% | $104,294-10.1% | $68,494+36.9% |
| Participation rate | 70.2% | 63.3%+7.0pp | 73.3%-3.0pp | 67.9%+2.3pp |
| Annual return | 4.14% | -9.19%+13.3pp | 24.61%-20.5pp | -7.84%+12.0pp |
| Employer contribution / active EE | $1,958 | $1,960-0.1% | $3,372-41.9% | $2,596-24.6% |
| Participant deferral / active EE | $5,894 | $3,077+91.5% | $4,625+27.4% | $4,027+46.4% |
| Admin fee / account holder | $2,511 | $4,903-48.8% | $7,339-65.8% | $5,403-53.5% |