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 | $54,240 | $97,881-44.6% | $80,004-32.2% | $125,391-56.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.11% | 9.36%-9.2pp | 7.63%-7.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,557 | $3,128-50.2% | $2,473-37.0% | $4,866-68.0% |
| Participant deferral / active EE | $6,762 | $3,744+80.6% | $3,204+111.1% | $5,352+26.4% |
| Admin fee / account holder | $747 | $6,278-88.1% | $5,033-85.2% | $9,540-92.2% |