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 | $39,094 | $39,162-0.2% | $100,671-61.2% | $59,632-34.4% |
| Participation rate | 87.8% | 55.9%+31.9pp | 70.7%+17.0pp | 68.7%+19.1pp |
| Annual return | -0.20% | 21.07%-21.3pp | 20.43%-20.6pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $3,387 | $1,151+194.4% | $4,012-15.6% | $2,203+53.8% |
| Participant deferral / active EE | $2,301 | $1,992+15.5% | $3,144-26.8% | $3,192-27.9% |
| Admin fee / account holder | $19,405 | $2,969+553.5% | $4,850+300.1% | $4,297+351.6% |