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 | $50,096 | $52,903-5.3% | $73,307-31.7% | $59,632-16.0% |
| Participation rate | 84.9% | 68.2%+16.7pp | 74.9%+10.0pp | 68.7%+16.3pp |
| Annual return | -1.37% | 12.20%-13.6pp | 5.67%-7.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,384 | $4,069+130.6% | $4,991+88.0% | $3,192+194.0% |
| Admin fee / account holder | $433 | $3,834-88.7% | $5,637-92.3% | $4,297-89.9% |