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 | $26,287 | $86,699-69.7% | $73,307-64.1% | $125,391-79.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.38% | 2.78%-2.4pp | 5.67%-5.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,826 | $4,152-56.0% | $3,237-43.6% | $4,866-62.5% |
| Participant deferral / active EE | $2,259 | $5,550-59.3% | $4,991-54.7% | $5,352-57.8% |
| Admin fee / account holder | $1,626 | $7,771-79.1% | $5,637-71.1% | $9,540-83.0% |