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 | $23,149 | $52,681-56.1% | $75,781-69.5% | $59,632-61.2% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.8%+16.7pp | 68.7%+23.8pp |
| Annual return | -0.45% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,887 | $2,193-13.9% | $3,323-43.2% | $2,203-14.3% |
| Participant deferral / active EE | $3,521 | $2,591+35.9% | $3,651-3.6% | $3,192+10.3% |
| Admin fee / account holder | $2,116 | $3,610-41.4% | $5,299-60.1% | $4,297-50.8% |