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 | $43,972 | $43,327+1.5% | $59,878-26.6% | $64,186-31.5% |
| Participation rate | 96.7% | 69.2%+27.5pp | 74.7%+22.0pp | 69.6%+27.1pp |
| Annual return | -2.67% | -1.55%-1.1pp | 3.46%-6.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,848 | $2,028+40.4% | $2,722+4.6% | $2,381+19.6% |
| Participant deferral / active EE | $6,985 | $2,546+174.4% | $3,402+105.3% | $3,470+101.3% |
| Admin fee / account holder | $3,059 | $3,005+1.8% | $3,590-14.8% | $4,888-37.4% |