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 | $156,115 | $87,540+78.3% | $75,781+106.0% | $125,391+24.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.17% | 13.48%-13.3pp | 9.68%-9.5pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,554 | $3,930-35.0% | $3,323-23.1% | $4,866-47.5% |
| Participant deferral / active EE | $5,940 | $4,229+40.5% | $3,651+62.7% | $5,352+11.0% |
| Admin fee / account holder | $1,971 | $6,502-69.7% | $5,299-62.8% | $9,540-79.3% |