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 | $55,206 | $54,380+1.5% | $68,509-19.4% | $59,632-7.4% |
| Participation rate | 70.5% | 70.2%+0.3pp | 74.7%-4.2pp | 68.7%+1.8pp |
| Annual return | -0.93% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,852 | $1,539+20.4% | $2,278-18.7% | $2,203-15.9% |
| Participant deferral / active EE | $2,226 | $2,643-15.8% | $3,382-34.2% | $3,192-30.2% |
| Admin fee / account holder | $2,359 | $3,885-39.3% | $5,275-55.3% | $4,297-45.1% |