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 | $53,894 | $52,681+2.3% | $75,781-28.9% | $59,632-9.6% |
| Participation rate | 75.3% | 67.2%+8.1pp | 75.8%-0.5pp | 68.7%+6.6pp |
| Annual return | -1.03% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,599 | $2,193-27.1% | $3,323-51.9% | $2,203-27.4% |
| Participant deferral / active EE | $3,121 | $2,591+20.5% | $3,651-14.5% | $3,192-2.2% |
| Admin fee / account holder | $3,185 | $3,610-11.8% | $5,299-39.9% | $4,297-25.9% |