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 | $30,769 | $72,404-57.5% | $110,238-72.1% | $64,186-52.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 1.26% | -6.29%+7.5pp | 314.74%-313.5pp | 7.63%-6.4pp |
| Employer contribution / active EE | $3,144 | $2,282+37.8% | $3,826-17.8% | $2,381+32.0% |
| Participant deferral / active EE | $5,249 | $3,469+51.3% | $4,672+12.3% | $3,470+51.3% |
| Admin fee / account holder | $1,807 | $5,664-68.1% | $8,547-78.9% | $4,888-63.0% |