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 | $93,032 | $87,540+6.3% | $75,781+22.8% | $125,391-25.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.31% | 13.48%-13.2pp | 9.68%-9.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,523 | $3,930-61.3% | $3,323-54.2% | $4,866-68.7% |
| Participant deferral / active EE | $3,596 | $4,229-15.0% | $3,651-1.5% | $5,352-32.8% |
| Admin fee / account holder | $434 | $6,502-93.3% | $5,299-91.8% | $9,540-95.4% |