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 | $34,223 | $59,332-42.3% | $90,223-62.1% | $59,632-42.6% |
| Participation rate | 86.3% | 71.9%+14.4pp | 79.0%+7.2pp | 68.7%+17.6pp |
| Annual return | -1.64% | 3.25%-4.9pp | 1.31%-2.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,018 | $3,031-66.4% | $4,378-76.7% | $2,203-53.8% |
| Participant deferral / active EE | $2,627 | $4,369-39.9% | $5,792-54.6% | $3,192-17.7% |
| Admin fee / account holder | $4,217 | $5,032-16.2% | $7,406-43.1% | $4,297-1.9% |