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 | $58,735 | $65,703-10.6% | $94,224-37.7% | $59,632-1.5% |
| Participation rate | 94.4% | 72.1%+22.2pp | 78.8%+15.6pp | 68.7%+25.7pp |
| Annual return | 0.24% | 5.22%-5.0pp | 10.68%-10.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,521 | $2,021-24.7% | $3,587-57.6% | $2,203-30.9% |
| Participant deferral / active EE | $2,418 | $3,143-23.1% | $4,320-44.0% | $3,192-24.2% |
| Admin fee / account holder | $2,095 | $4,264-50.9% | $6,269-66.6% | $4,297-51.2% |