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 | $43,699 | $65,703-33.5% | $94,224-53.6% | $59,632-26.7% |
| Participation rate | 89.7% | 72.1%+17.5pp | 78.8%+10.9pp | 68.7%+21.0pp |
| Annual return | -1.33% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,290 | $2,021-36.2% | $3,587-64.0% | $2,203-41.4% |
| Participant deferral / active EE | $1,971 | $3,143-37.3% | $4,320-54.4% | $3,192-38.2% |
| Admin fee / account holder | $18,276 | $4,264+328.6% | $6,269+191.5% | $4,297+325.3% |