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 | $42,637 | $40,256+5.9% | $57,343-25.6% | $59,632-28.5% |
| Participation rate | 90.6% | 69.2%+21.4pp | 75.1%+15.5pp | 68.7%+21.9pp |
| Annual return | -0.49% | 27.49%-28.0pp | 24.39%-24.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,313 | $1,922+20.4% | $2,689-14.0% | $2,203+5.0% |
| Participant deferral / active EE | $3,709 | $2,399+54.6% | $3,162+17.3% | $3,192+16.2% |
| Admin fee / account holder | $595 | $2,818-78.9% | $3,356-82.3% | $4,297-86.1% |