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 | $67,366 | $86,699-22.3% | $73,307-8.1% | $125,391-46.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.13% | 2.78%-0.6pp | 5.67%-3.5pp | 282.22%-280.1pp |
| Employer contribution / active EE | $2,242 | $4,152-46.0% | $3,237-30.7% | $4,866-53.9% |
| Participant deferral / active EE | $2,768 | $5,550-50.1% | $4,991-44.5% | $5,352-48.3% |
| Admin fee / account holder | $742 | $7,771-90.5% | $5,637-86.8% | $9,540-92.2% |