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 | $84,184 | $72,177+16.6% | $115,037-26.8% | $59,632+41.2% |
| Participation rate | 81.1% | 72.6%+8.5pp | 81.4%-0.3pp | 68.7%+12.4pp |
| Annual return | -1.14% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,592 | $2,841-8.8% | $4,608-43.7% | $2,203+17.7% |
| Participant deferral / active EE | $5,588 | $4,783+16.8% | $6,026-7.3% | $3,192+75.1% |
| Admin fee / account holder | $1,314 | $4,927-73.3% | $8,175-83.9% | $4,297-69.4% |