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 | $30,167 | $52,681-42.7% | $75,781-60.2% | $59,632-49.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,289 | $2,193-41.3% | $3,323-61.2% | $2,203-41.5% |
| Participant deferral / active EE | $1,909 | $2,591-26.3% | $3,651-47.7% | $3,192-40.2% |
| Admin fee / account holder | $2,331 | $3,610-35.4% | $5,299-56.0% | $4,297-45.7% |