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 | $61,933 | $61,660+0.4% | $80,019-22.6% | $64,186-3.5% |
| Participation rate | 84.4% | 71.7%+12.7pp | 75.8%+8.5pp | 69.6%+14.8pp |
| Annual return | -3.39% | -0.33%-3.1pp | 11.22%-14.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,760 | $1,810+52.4% | $2,468+11.8% | $2,381+15.9% |
| Participant deferral / active EE | $1,355 | $2,968-54.3% | $3,686-63.2% | $3,470-60.9% |
| Admin fee / account holder | $12,104 | $5,417+123.4% | $6,521+85.6% | $4,888+147.6% |