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 | $75,659 | $65,703+15.2% | $94,224-19.7% | $59,632+26.9% |
| Participation rate | 92.9% | 72.1%+20.7pp | 78.8%+14.1pp | 68.7%+24.2pp |
| Annual return | -0.17% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,338 | $3,143-25.6% | $4,320-45.9% | $3,192-26.7% |
| Admin fee / account holder | $3,521 | $4,264-17.4% | $6,269-43.8% | $4,297-18.1% |