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 | $29,889 | $45,152-33.8% | $73,843-59.5% | $59,632-49.9% |
| Participation rate | 74.3% | 64.0%+10.3pp | 73.4%+0.8pp | 68.7%+5.6pp |
| Annual return | -0.99% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $857 | $1,902-54.9% | $2,787-69.2% | $2,203-61.1% |
| Participant deferral / active EE | $1,522 | $2,574-40.9% | $3,583-57.5% | $3,192-52.3% |
| Admin fee / account holder | $372 | $3,516-89.4% | $4,880-92.4% | $4,297-91.3% |