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 9-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 | $15,396 | $75,828-79.7% | $147,614-89.6% | $59,632-74.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.40% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,105 | $3,485-68.3% | $5,564-80.1% | $2,203-49.8% |
| Participant deferral / active EE | $1,952 | $3,130-37.6% | $4,895-60.1% | $3,192-38.8% |
| Admin fee / account holder | $2,158 | $5,985-63.9% | $11,611-81.4% | $4,297-49.8% |