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 | $57,393 | $52,903+8.5% | $73,307-21.7% | $59,632-3.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.38% | 12.20%-12.6pp | 5.67%-6.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $3,799 | $1,909+99.0% | $3,237+17.3% | $2,203+72.5% |
| Participant deferral / active EE | $10,968 | $4,069+169.5% | $4,991+119.7% | $3,192+243.7% |
| Admin fee / account holder | $1,902 | $3,834-50.4% | $5,637-66.3% | $4,297-55.7% |