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 | $75,298 | $72,177+4.3% | $115,037-34.5% | $59,632+26.3% |
| Participation rate | 77.3% | 72.6%+4.7pp | 81.4%-4.1pp | 68.7%+8.6pp |
| Annual return | -0.43% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,910 | $2,841+2.4% | $4,608-36.9% | $2,203+32.1% |
| Participant deferral / active EE | $5,516 | $4,783+15.3% | $6,026-8.5% | $3,192+72.8% |
| Admin fee / account holder | $5,584 | $4,927+13.3% | $8,175-31.7% | $4,297+30.0% |