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 | $34,767 | $45,438-23.5% | $80,004-56.5% | $59,632-41.7% |
| Participation rate | 72.0% | 63.7%+8.3pp | 73.0%-1.0pp | 68.7%+3.3pp |
| Annual return | -0.90% | 5.10%-6.0pp | 7.63%-8.5pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $485 | $1,236-60.8% | $2,473-80.4% | $2,203-78.0% |
| Participant deferral / active EE | $1,796 | $2,231-19.5% | $3,204-43.9% | $3,192-43.7% |
| Admin fee / account holder | $1,143 | $3,464-67.0% | $5,033-77.3% | $4,297-73.4% |