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 | $38,935 | $87,540-55.5% | $75,781-48.6% | $125,391-68.9% |
| Participation rate | 94.4% | 80.2%+14.3pp | 75.8%+18.6pp | 83.2%+11.3pp |
| Annual return | 1.72% | 13.48%-11.8pp | 9.68%-8.0pp | 282.22%-280.5pp |
| Employer contribution / active EE | $2,098 | $3,930-46.6% | $3,323-36.9% | $4,866-56.9% |
| Participant deferral / active EE | $2,277 | $4,229-46.2% | $3,651-37.7% | $5,352-57.5% |
| Admin fee / account holder | $6,394 | $6,502-1.7% | $5,299+20.7% | $9,540-33.0% |