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 | $59,420 | $65,703-9.6% | $94,224-36.9% | $59,632-0.4% |
| Participation rate | 77.8% | 72.1%+5.7pp | 78.8%-1.0pp | 68.7%+9.1pp |
| Annual return | -0.13% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,657 | $2,021-18.0% | $3,587-53.8% | $2,203-24.8% |
| Participant deferral / active EE | $2,689 | $3,143-14.5% | $4,320-37.8% | $3,192-15.8% |
| Admin fee / account holder | $1,248 | $4,264-70.7% | $6,269-80.1% | $4,297-71.0% |