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 | $67,639 | $61,660+9.7% | $80,019-15.5% | $64,186+5.4% |
| Participation rate | 90.6% | 71.7%+18.9pp | 75.8%+14.8pp | 69.6%+21.1pp |
| Annual return | -6.17% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $10,296 | $1,810+468.7% | $2,468+317.2% | $2,381+332.4% |
| Participant deferral / active EE | $6,532 | $2,968+120.1% | $3,686+77.2% | $3,470+88.3% |
| Admin fee / account holder | $6,863 | $5,417+26.7% | $6,521+5.3% | $4,888+40.4% |