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 | $38,212 | $52,681-27.5% | $75,781-49.6% | $59,632-35.9% |
| Participation rate | 75.8% | 67.2%+8.5pp | 75.8%-0.1pp | 68.7%+7.1pp |
| Annual return | 0.54% | 2.95%-2.4pp | 9.68%-9.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $923 | $2,193-57.9% | $3,323-72.2% | $2,203-58.1% |
| Participant deferral / active EE | $3,001 | $2,591+15.8% | $3,651-17.8% | $3,192-6.0% |
| Admin fee / account holder | $8,402 | $3,610+132.8% | $5,299+58.5% | $4,297+95.5% |