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 | $27,354 | $52,681-48.1% | $75,781-63.9% | $59,632-54.1% |
| Participation rate | 85.9% | 67.2%+18.7pp | 75.8%+10.1pp | 68.7%+17.3pp |
| Annual return | -1.71% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $503 | $2,193-77.1% | $3,323-84.9% | $2,203-77.2% |
| Participant deferral / active EE | $3,735 | $2,591+44.2% | $3,651+2.3% | $3,192+17.0% |
| Admin fee / account holder | $704 | $3,610-80.5% | $5,299-86.7% | $4,297-83.6% |