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 | $41,602 | $72,177-42.4% | $115,037-63.8% | $59,632-30.2% |
| Participation rate | 91.3% | 72.6%+18.8pp | 81.4%+9.9pp | 68.7%+22.6pp |
| Annual return | -1.52% | 12.02%-13.5pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,845 | $4,783-40.5% | $6,026-52.8% | $3,192-10.9% |
| Admin fee / account holder | $3,364 | $4,927-31.7% | $8,175-58.9% | $4,297-21.7% |