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 | $44,451 | $54,380-18.3% | $68,509-35.1% | $59,632-25.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 3.78% | 2.83%+0.9pp | 8.27%-4.5pp | 2041.28%-2037.5pp |
| Employer contribution / active EE | $1,801 | $1,539+17.1% | $2,278-20.9% | $2,203-18.2% |
| Participant deferral / active EE | $3,155 | $2,643+19.4% | $3,382-6.7% | $3,192-1.2% |
| Admin fee / account holder | $402 | $3,885-89.7% | $5,275-92.4% | $4,297-90.6% |