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 | $48,113 | $78,694-38.9% | $67,652-28.9% | $125,391-61.6% |
| Participation rate | 72.2% | 78.8%-6.6pp | 75.7%-3.4pp | 83.2%-11.0pp |
| Annual return | -1.37% | 9.46%-10.8pp | 6625.04%-6626.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $831 | $3,044-72.7% | $2,266-63.3% | $4,866-82.9% |
| Participant deferral / active EE | $2,667 | $4,292-37.9% | $3,560-25.1% | $5,352-50.2% |
| Admin fee / account holder | $417 | $7,403-94.4% | $4,821-91.4% | $9,540-95.6% |