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 | $79,153 | $52,681+50.2% | $75,781+4.4% | $59,632+32.7% |
| Participation rate | 80.0% | 67.2%+12.8pp | 75.8%+4.2pp | 68.7%+11.3pp |
| Annual return | -0.09% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,279 | $2,193-41.7% | $3,323-61.5% | $2,203-41.9% |
| Participant deferral / active EE | $5,116 | $2,591+97.5% | $3,651+40.1% | $3,192+60.3% |
| Admin fee / account holder | $3,682 | $3,610+2.0% | $5,299-30.5% | $4,297-14.3% |