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 5-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 | $43,247 | $167,307-74.2% | $143,757-69.9% | $134,475-67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.28% | 0.46%-0.2pp | -0.04%+0.3pp | 417.96%-417.7pp |
| Employer contribution / active EE | $2,487 | $5,619-55.7% | $4,951-49.8% | $4,740-47.5% |
| Participant deferral / active EE | $12,583 | $6,446+95.2% | $5,637+123.2% | $6,400+96.6% |
| Admin fee / account holder | $888 | $18,088-95.1% | $14,673-93.9% | $11,426-92.2% |