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 | $25,495 | $45,863-44.4% | $77,024-66.9% | $68,494-62.8% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | -8.19% | 1.72%-9.9pp | 42.32%-50.5pp | -7.84%-0.3pp |
| Employer contribution / active EE | $2,036 | $1,650+23.4% | $2,812-27.6% | $2,596-21.6% |
| Participant deferral / active EE | $3,421 | $2,962+15.5% | $4,426-22.7% | $4,027-15.0% |
| Admin fee / account holder | $1,218 | $3,041-60.0% | $5,425-77.6% | $5,403-77.5% |