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 | $54,190 | $54,380-0.3% | $68,509-20.9% | $59,632-9.1% |
| Participation rate | 78.9% | 70.2%+8.7pp | 74.7%+4.2pp | 68.7%+10.2pp |
| Annual return | -0.19% | 2.83%-3.0pp | 8.27%-8.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,636 | $1,539+6.3% | $2,278-28.2% | $2,203-25.7% |
| Participant deferral / active EE | $3,454 | $2,643+30.7% | $3,382+2.1% | $3,192+8.2% |
| Admin fee / account holder | $2,970 | $3,885-23.6% | $5,275-43.7% | $4,297-30.9% |