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 | $56,126 | $58,577-4.2% | $83,333-32.6% | $64,186-12.6% |
| Participation rate | 70.2% | 72.0%-1.8pp | 77.8%-7.5pp | 69.6%+0.6pp |
| Annual return | -5.89% | 9.65%-15.5pp | 10.63%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,315 | $2,098+201.0% | $3,379+86.9% | $2,381+165.3% |
| Participant deferral / active EE | $10,620 | $4,654+128.2% | $5,565+90.8% | $3,470+206.1% |
| Admin fee / account holder | $6,634 | $9,275-28.5% | $7,510-11.7% | $4,888+35.7% |