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 | $63,428 | $65,703-3.5% | $94,224-32.7% | $59,632+6.4% |
| Participation rate | 77.6% | 72.1%+5.4pp | 78.8%-1.2pp | 68.7%+8.9pp |
| Annual return | -1.77% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,383 | $3,143+7.6% | $4,320-21.7% | $3,192+6.0% |
| Admin fee / account holder | $1,425 | $4,264-66.6% | $6,269-77.3% | $4,297-66.8% |