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 | $154,934 | $72,177+114.7% | $115,037+34.7% | $59,632+159.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.12% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,318 | $2,841-18.4% | $4,608-49.7% | $2,203+5.2% |
| Participant deferral / active EE | $10,234 | $4,783+114.0% | $6,026+69.8% | $3,192+220.7% |
| Admin fee / account holder | $31,811 | $4,927+545.7% | $8,175+289.1% | $4,297+640.3% |