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 | $61,396 | $52,681+16.5% | $75,781-19.0% | $59,632+3.0% |
| Participation rate | 95.1% | 67.2%+27.9pp | 75.8%+19.3pp | 68.7%+26.5pp |
| Annual return | -2.28% | 2.95%-5.2pp | 9.68%-12.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $3,163 | $2,193+44.2% | $3,323-4.8% | $2,203+43.6% |
| Participant deferral / active EE | $5,433 | $2,591+109.7% | $3,651+48.8% | $3,192+70.2% |
| Admin fee / account holder | $1,978 | $3,610-45.2% | $5,299-62.7% | $4,297-54.0% |