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 | $18,042 | $76,000-76.3% | $154,107-88.3% | $64,186-71.9% |
| Participation rate | 81.0% | 70.4%+10.6pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | 0.34% | 30.32%-30.0pp | 735.12%-734.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $896 | $3,351-73.3% | $5,298-83.1% | $2,381-62.4% |
| Participant deferral / active EE | $1,103 | $3,175-65.3% | $5,081-78.3% | $3,470-68.2% |
| Admin fee / account holder | $907 | $5,596-83.8% | $13,411-93.2% | $4,888-81.4% |