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 | $53,378 | $113,935-53.2% | $94,224-43.4% | $125,391-57.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.69% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,222 | $4,727-31.8% | $3,587-10.2% | $4,866-33.8% |
| Participant deferral / active EE | $1,776 | $5,179-65.7% | $4,320-58.9% | $5,352-66.8% |
| Admin fee / account holder | $1,019 | $8,391-87.9% | $6,269-83.7% | $9,540-89.3% |