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 | $33,693 | $85,790-60.7% | $67,313-49.9% | $135,375-75.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -1.03% | -0.54%-0.5pp | -4.08%+3.0pp | 519.73%-520.8pp |
| Employer contribution / active EE | $734 | $3,487-79.0% | $2,566-71.4% | $4,779-84.6% |
| Participant deferral / active EE | $1,429 | $4,651-69.3% | $3,568-60.0% | $5,609-74.5% |
| Admin fee / account holder | $1,300 | $6,392-79.7% | $4,507-71.2% | $10,827-88.0% |