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 | $54,606 | $52,681+3.7% | $75,781-27.9% | $59,632-8.4% |
| Participation rate | 93.6% | 67.2%+26.4pp | 75.8%+17.8pp | 68.7%+24.9pp |
| Annual return | 0.31% | 2.95%-2.6pp | 9.68%-9.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,910 | $2,193-12.9% | $3,323-42.5% | $2,203-13.3% |
| Participant deferral / active EE | $4,241 | $2,591+63.7% | $3,651+16.1% | $3,192+32.9% |
| Admin fee / account holder | $2,232 | $3,610-38.2% | $5,299-57.9% | $4,297-48.0% |