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 | $54,224 | $52,681+2.9% | $75,781-28.4% | $59,632-9.1% |
| Participation rate | 92.7% | 67.2%+25.5pp | 75.8%+16.9pp | 68.7%+24.1pp |
| Annual return | -0.58% | 2.95%-3.5pp | 9.68%-10.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,343 | $2,193-38.8% | $3,323-59.6% | $2,203-39.0% |
| Participant deferral / active EE | $3,163 | $2,591+22.1% | $3,651-13.4% | $3,192-0.9% |
| Admin fee / account holder | $1,190 | $3,610-67.0% | $5,299-77.5% | $4,297-72.3% |