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 | $32,033 | $54,380-41.1% | $68,509-53.2% | $59,632-46.3% |
| Participation rate | 85.1% | 70.2%+14.9pp | 74.7%+10.4pp | 68.7%+16.4pp |
| Annual return | -0.99% | 2.83%-3.8pp | 8.27%-9.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $411 | $1,539-73.3% | $2,278-81.9% | $2,203-81.3% |
| Participant deferral / active EE | $2,460 | $2,643-6.9% | $3,382-27.3% | $3,192-22.9% |
| Admin fee / account holder | $2,861 | $3,885-26.4% | $5,275-45.8% | $4,297-33.4% |