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 | $86,199 | $62,586+37.7% | $76,768+12.3% | $64,186+34.3% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -5.80% | -1.95%-3.9pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,405 | $1,832+85.9% | $2,485+37.0% | $2,381+43.0% |
| Participant deferral / active EE | $6,567 | $3,145+108.8% | $3,852+70.5% | $3,470+89.3% |
| Admin fee / account holder | $9,803 | $4,667+110.1% | $6,675+46.9% | $4,888+100.6% |