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 | $32,797 | $52,903-38.0% | $73,307-55.3% | $59,632-45.0% |
| Participation rate | 80.3% | 68.2%+12.1pp | 74.9%+5.4pp | 68.7%+11.6pp |
| Annual return | -1.77% | 12.20%-14.0pp | 5.67%-7.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,377 | $1,909-27.8% | $3,237-57.5% | $2,203-37.5% |
| Participant deferral / active EE | $4,471 | $4,069+9.9% | $4,991-10.4% | $3,192+40.1% |
| Admin fee / account holder | $8,036 | $3,834+109.6% | $5,637+42.6% | $4,297+87.0% |