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 | $52,514 | $113,935-53.9% | $94,224-44.3% | $125,391-58.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.20% | 5.29%-2.1pp | 10.68%-7.5pp | 282.22%-279.0pp |
| Employer contribution / active EE | $3,047 | $4,727-35.5% | $3,587-15.0% | $4,866-37.4% |
| Participant deferral / active EE | $8,867 | $5,179+71.2% | $4,320+105.2% | $5,352+65.7% |
| Admin fee / account holder | $545 | $8,391-93.5% | $6,269-91.3% | $9,540-94.3% |