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 | $49,838 | $87,540-43.1% | $75,781-34.2% | $125,391-60.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.01% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,332 | $3,930-15.2% | $3,323+0.3% | $4,866-31.5% |
| Participant deferral / active EE | $2,847 | $4,229-32.7% | $3,651-22.0% | $5,352-46.8% |
| Admin fee / account holder | $381 | $6,502-94.1% | $5,299-92.8% | $9,540-96.0% |