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 | $39,589 | $72,177-45.2% | $115,037-65.6% | $59,632-33.6% |
| Participation rate | 84.6% | 72.6%+12.1pp | 81.4%+3.2pp | 68.7%+15.9pp |
| Annual return | -1.63% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,540 | $4,783-26.0% | $6,026-41.3% | $3,192+10.9% |
| Admin fee / account holder | $1,238 | $4,927-74.9% | $8,175-84.9% | $4,297-71.2% |