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 | $25,027 | $54,380-54.0% | $68,509-63.5% | $59,632-58.0% |
| Participation rate | 98.0% | 70.2%+27.8pp | 74.7%+23.3pp | 68.7%+29.3pp |
| Annual return | -1.55% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,375 | $1,539+54.4% | $2,278+4.3% | $2,203+7.8% |
| Participant deferral / active EE | $1,941 | $2,643-26.6% | $3,382-42.6% | $3,192-39.2% |
| Admin fee / account holder | $4,036 | $3,885+3.9% | $5,275-23.5% | $4,297-6.1% |