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 | $22,016 | $49,177-55.2% | $79,464-72.3% | $64,186-65.7% |
| Participation rate | 78.5% | 65.0%+13.5pp | 73.3%+5.1pp | 69.6%+8.9pp |
| Annual return | -6.22% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $931 | $2,076-55.1% | $2,800-66.7% | $2,381-60.9% |
| Participant deferral / active EE | $1,541 | $2,821-45.4% | $3,704-58.4% | $3,470-55.6% |
| Admin fee / account holder | $2,417 | $3,839-37.0% | $5,113-52.7% | $4,888-50.5% |