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 | $58,635 | $52,681+11.3% | $75,781-22.6% | $59,632-1.7% |
| Participation rate | 70.2% | 67.2%+3.0pp | 75.8%-5.6pp | 68.7%+1.5pp |
| Annual return | -0.50% | 2.95%-3.5pp | 9.68%-10.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $2,328 | $2,193+6.1% | $3,323-30.0% | $2,203+5.7% |
| Participant deferral / active EE | $5,318 | $2,591+105.3% | $3,651+45.7% | $3,192+66.6% |
| Admin fee / account holder | $6,095 | $3,610+68.8% | $5,299+15.0% | $4,297+41.8% |