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 | $65,142 | $87,540-25.6% | $75,781-14.0% | $125,391-48.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.50% | 13.48%-13.0pp | 9.68%-9.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,397 | $3,930-39.0% | $3,323-27.9% | $4,866-50.7% |
| Participant deferral / active EE | $2,485 | $4,229-41.3% | $3,651-32.0% | $5,352-53.6% |
| Admin fee / account holder | $3,798 | $6,502-41.6% | $5,299-28.3% | $9,540-60.2% |