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 | $33,389 | $49,177-32.1% | $79,464-58.0% | $64,186-48.0% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | -0.79% | -1.16%+0.4pp | 718.14%-718.9pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,075 | $2,076-48.2% | $2,800-61.6% | $2,381-54.9% |
| Participant deferral / active EE | $2,116 | $2,821-25.0% | $3,704-42.9% | $3,470-39.0% |
| Admin fee / account holder | $1,482 | $3,839-61.4% | $5,113-71.0% | $4,888-69.7% |