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 | $28,527 | $43,550-34.5% | $63,517-55.1% | $52,331-45.5% |
| Participation rate | 84.6% | 65.7%+18.9pp | 71.0%+13.6pp | 68.1%+16.5pp |
| Annual return | 1.64% | 2.03%-0.4pp | -70.30%+71.9pp | 4.54%-2.9pp |
| Employer contribution / active EE | $930 | $1,351-31.2% | $2,322-59.9% | $1,882-50.6% |
| Participant deferral / active EE | $1,521 | $2,254-32.5% | $2,953-48.5% | $3,022-49.7% |
| Admin fee / account holder | $1,668 | $387+331.2% | $5,892-71.7% | $592+182.0% |