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 | $24,034 | $97,881-75.4% | $80,004-70.0% | $125,391-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.34% | 9.36%-9.0pp | 7.63%-7.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,180 | $3,128-62.3% | $2,473-52.3% | $4,866-75.8% |
| Participant deferral / active EE | $2,701 | $3,744-27.9% | $3,204-15.7% | $5,352-49.5% |
| Admin fee / account holder | $1,072 | $6,278-82.9% | $5,033-78.7% | $9,540-88.8% |