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 | $69,292 | $72,177-4.0% | $115,037-39.8% | $59,632+16.2% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | -1.13% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,400 | $2,841-15.5% | $4,608-47.9% | $2,203+8.9% |
| Participant deferral / active EE | $12,263 | $4,783+156.4% | $6,026+103.5% | $3,192+284.2% |
| Admin fee / account holder | $2,305 | $4,927-53.2% | $8,175-71.8% | $4,297-46.4% |