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 | $37,509 | $52,681-28.8% | $75,781-50.5% | $59,632-37.1% |
| Participation rate | 84.9% | 67.2%+17.7pp | 75.8%+9.1pp | 68.7%+16.2pp |
| Annual return | -2.26% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $735 | $2,193-66.5% | $3,323-77.9% | $2,203-66.6% |
| Participant deferral / active EE | $3,674 | $2,591+41.8% | $3,651+0.6% | $3,192+15.1% |
| Admin fee / account holder | $1,536 | $3,610-57.5% | $5,299-71.0% | $4,297-64.3% |