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 | $23,268 | $54,380-57.2% | $68,509-66.0% | $59,632-61.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.10% | 2.83%-2.7pp | 8.27%-8.2pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $308 | $1,539-80.0% | $2,278-86.5% | $2,203-86.0% |
| Participant deferral / active EE | $1,420 | $2,643-46.3% | $3,382-58.0% | $3,192-55.5% |
| Admin fee / account holder | $1,146 | $3,885-70.5% | $5,275-78.3% | $4,297-73.3% |