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 | $66,337 | $65,703+1.0% | $94,224-29.6% | $59,632+11.2% |
| Participation rate | 88.5% | 72.1%+16.3pp | 78.8%+9.7pp | 68.7%+19.8pp |
| Annual return | -1.85% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,801 | $2,021-10.9% | $3,587-49.8% | $2,203-18.2% |
| Participant deferral / active EE | $1,667 | $3,143-46.9% | $4,320-61.4% | $3,192-47.8% |
| Admin fee / account holder | $12,553 | $4,264+194.4% | $6,269+100.2% | $4,297+192.1% |