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 | $63,420 | $54,726+15.9% | $68,793-7.8% | $64,186-1.2% |
| Participation rate | 87.9% | 68.0%+19.9pp | 72.2%+15.7pp | 69.6%+18.3pp |
| Annual return | -2.06% | -1.62%-0.4pp | -4.63%+2.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $5,234 | $1,846+183.5% | $2,625+99.4% | $2,381+119.8% |
| Participant deferral / active EE | $2,550 | $2,626-2.9% | $3,311-23.0% | $3,470-26.5% |
| Admin fee / account holder | $816 | $4,027-79.7% | $5,131-84.1% | $4,888-83.3% |