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 | $85,570 | $58,577+46.1% | $83,333+2.7% | $64,186+33.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.10% | 9.65%-16.7pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,771 | $2,098+127.4% | $3,379+41.2% | $2,381+100.4% |
| Participant deferral / active EE | $3,860 | $4,654-17.1% | $5,565-30.6% | $3,470+11.2% |
| Admin fee / account holder | $3,856 | $9,275-58.4% | $7,510-48.7% | $4,888-21.1% |