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 | $24,370 | $54,380-55.2% | $68,509-64.4% | $59,632-59.1% |
| Participation rate | 89.1% | 70.2%+18.9pp | 74.7%+14.3pp | 68.7%+20.4pp |
| Annual return | 0.40% | 2.83%-2.4pp | 8.27%-7.9pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $432 | $1,539-71.9% | $2,278-81.0% | $2,203-80.4% |
| Participant deferral / active EE | $2,231 | $2,643-15.6% | $3,382-34.0% | $3,192-30.1% |
| Admin fee / account holder | $1,315 | $3,885-66.2% | $5,275-75.1% | $4,297-69.4% |