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 | $32,980 | $49,177-32.9% | $79,464-58.5% | $64,186-48.6% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.6%+18.7pp |
| Annual return | 3.18% | -1.16%+4.3pp | 718.14%-715.0pp | 7.63%-4.5pp |
| Employer contribution / active EE | $1,391 | $2,076-33.0% | $2,800-50.3% | $2,381-41.6% |
| Participant deferral / active EE | $3,061 | $2,821+8.5% | $3,704-17.4% | $3,470-11.8% |
| Admin fee / account holder | $11,300 | $3,839+194.4% | $5,113+121.0% | $4,888+131.2% |