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 | $61,602 | $78,694-21.7% | $67,652-8.9% | $125,391-50.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.45% | 9.46%-8.0pp | 6625.04%-6623.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $2,253 | $3,044-26.0% | $2,266-0.6% | $4,866-53.7% |
| Participant deferral / active EE | $3,140 | $4,292-26.8% | $3,560-11.8% | $5,352-41.3% |
| Admin fee / account holder | $3,240 | $7,403-56.2% | $4,821-32.8% | $9,540-66.0% |