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 | $38,164 | $45,152-15.5% | $73,843-48.3% | $59,632-36.0% |
| Participation rate | 81.1% | 64.0%+17.1pp | 73.4%+7.7pp | 68.7%+12.5pp |
| Annual return | 0.58% | 27.40%-26.8pp | 2267.84%-2267.3pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $903 | $1,902-52.5% | $2,787-67.6% | $2,203-59.0% |
| Participant deferral / active EE | $2,295 | $2,574-10.8% | $3,583-36.0% | $3,192-28.1% |
| Admin fee / account holder | $3,030 | $3,516-13.8% | $4,880-37.9% | $4,297-29.5% |