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 | $94,362 | $77,813+21.3% | $123,544-23.6% | $64,186+47.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.40% | 12.48%-14.9pp | 119.20%-121.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,928 | $3,014-36.0% | $4,628-58.3% | $2,381-19.0% |
| Participant deferral / active EE | $3,080 | $5,240-41.2% | $6,426-52.1% | $3,470-11.2% |
| Admin fee / account holder | $17,458 | $5,519+216.3% | $9,284+88.0% | $4,888+257.2% |