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 | $37,105 | $52,903-29.9% | $73,307-49.4% | $59,632-37.8% |
| Participation rate | 96.4% | 68.2%+28.2pp | 74.9%+21.5pp | 68.7%+27.8pp |
| Annual return | -2.15% | 12.20%-14.4pp | 5.67%-7.8pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $4,606 | $1,909+141.3% | $3,237+42.3% | $2,203+109.1% |
| Participant deferral / active EE | $4,369 | $4,069+7.4% | $4,991-12.5% | $3,192+36.9% |
| Admin fee / account holder | $748 | $3,834-80.5% | $5,637-86.7% | $4,297-82.6% |