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 | $22,172 | $52,681-57.9% | $75,781-70.7% | $59,632-62.8% |
| Participation rate | 95.9% | 67.2%+28.7pp | 75.8%+20.1pp | 68.7%+27.3pp |
| Annual return | -2.02% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $3,549 | $2,193+61.8% | $3,323+6.8% | $2,203+61.1% |
| Participant deferral / active EE | $1,918 | $2,591-26.0% | $3,651-47.5% | $3,192-39.9% |
| Admin fee / account holder | $3,535 | $3,610-2.1% | $5,299-33.3% | $4,297-17.7% |