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 | $56,920 | $56,357+1.0% | $104,294-45.4% | $68,494-16.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | 2.38% | -9.19%+11.6pp | 24.61%-22.2pp | -7.84%+10.2pp |
| Employer contribution / active EE | $2,531 | $1,960+29.1% | $3,372-24.9% | $2,596-2.5% |
| Participant deferral / active EE | $2,993 | $3,077-2.7% | $4,625-35.3% | $4,027-25.7% |
| Admin fee / account holder | $6,283 | $4,903+28.2% | $7,339-14.4% | $5,403+16.3% |