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 | $55,467 | $53,596+3.5% | $90,645-38.8% | $64,186-13.6% |
| Participation rate | 83.3% | 64.5%+18.8pp | 74.0%+9.3pp | 69.6%+13.8pp |
| Annual return | -3.86% | 4.41%-8.3pp | 1.88%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,897 | $1,503+26.2% | $2,532-25.1% | $2,381-20.3% |
| Participant deferral / active EE | $3,182 | $2,459+29.4% | $3,425-7.1% | $3,470-8.3% |
| Admin fee / account holder | $1,012 | $3,868-73.8% | $4,994-79.7% | $4,888-79.3% |