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 | $37,987 | $94,529-59.8% | $140,016-72.9% | $64,186-40.8% |
| Participation rate | 93.9% | 84.1%+9.9pp | 87.5%+6.4pp | 69.6%+24.4pp |
| Annual return | -6.20% | 7.77%-14.0pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,530 | $3,812-59.9% | $5,606-72.7% | $2,381-35.7% |
| Participant deferral / active EE | $9,400 | $5,250+79.1% | $6,927+35.7% | $3,470+170.9% |
| Admin fee / account holder | $6,667 | $6,741-1.1% | $10,705-37.7% | $4,888+36.4% |