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 | $63,372 | $62,586+1.3% | $76,768-17.5% | $64,186-1.3% |
| Participation rate | 95.6% | 72.8%+22.7pp | 77.0%+18.6pp | 69.6%+26.0pp |
| Annual return | 8.34% | -1.95%+10.3pp | 2.43%+5.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $2,978 | $1,832+62.5% | $2,485+19.8% | $2,381+25.1% |
| Participant deferral / active EE | $1,525 | $3,145-51.5% | $3,852-60.4% | $3,470-56.0% |
| Admin fee / account holder | $1,076 | $4,667-76.9% | $6,675-83.9% | $4,888-78.0% |