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 | $59,666 | $58,577+1.9% | $83,333-28.4% | $64,186-7.0% |
| Participation rate | 86.8% | 72.0%+14.8pp | 77.8%+9.0pp | 69.6%+17.2pp |
| Annual return | -5.09% | 9.65%-14.7pp | 10.63%-15.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,877 | $2,098-10.5% | $3,379-44.4% | $2,381-21.1% |
| Participant deferral / active EE | $3,837 | $4,654-17.6% | $5,565-31.1% | $3,470+10.6% |
| Admin fee / account holder | $839 | $9,275-91.0% | $7,510-88.8% | $4,888-82.8% |