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 | $22,051 | $52,681-58.1% | $75,781-70.9% | $59,632-63.0% |
| Participation rate | 78.1% | 67.2%+10.9pp | 75.8%+2.3pp | 68.7%+9.5pp |
| Annual return | -1.81% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $6,054 | $2,193+176.0% | $3,323+82.2% | $2,203+174.8% |
| Participant deferral / active EE | $2,257 | $2,591-12.9% | $3,651-38.2% | $3,192-29.3% |
| Admin fee / account holder | $1,244 | $3,610-65.5% | $5,299-76.5% | $4,297-71.0% |