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 | $28,287 | $54,380-48.0% | $68,509-58.7% | $59,632-52.6% |
| Participation rate | 93.5% | 70.2%+23.4pp | 74.7%+18.8pp | 68.7%+24.9pp |
| Annual return | -1.53% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,624 | $1,539+5.6% | $2,278-28.7% | $2,203-26.2% |
| Participant deferral / active EE | $1,389 | $2,643-47.5% | $3,382-58.9% | $3,192-56.5% |
| Admin fee / account holder | $1,515 | $3,885-61.0% | $5,275-71.3% | $4,297-64.7% |