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 | $59,178 | $52,681+12.3% | $75,781-21.9% | $59,632-0.8% |
| Participation rate | 86.7% | 67.2%+19.4pp | 75.8%+10.8pp | 68.7%+18.0pp |
| Annual return | -1.03% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,424 | $2,193+10.5% | $3,323-27.1% | $2,203+10.1% |
| Participant deferral / active EE | $4,993 | $2,591+92.7% | $3,651+36.7% | $3,192+56.4% |
| Admin fee / account holder | $4,350 | $3,610+20.5% | $5,299-17.9% | $4,297+1.2% |