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 | $39,910 | $113,935-65.0% | $94,224-57.6% | $125,391-68.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.25% | 5.29%-5.5pp | 10.68%-10.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,006 | $4,727-78.7% | $3,587-71.9% | $4,866-79.3% |
| Participant deferral / active EE | $2,288 | $5,179-55.8% | $4,320-47.0% | $5,352-57.2% |
| Admin fee / account holder | $435 | $8,391-94.8% | $6,269-93.1% | $9,540-95.4% |