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 | $40,366 | $87,540-53.9% | $75,781-46.7% | $125,391-67.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.03% | 13.48%-12.5pp | 9.68%-8.6pp | 282.22%-281.2pp |
| Employer contribution / active EE | $2,266 | $3,930-42.3% | $3,323-31.8% | $4,866-53.4% |
| Participant deferral / active EE | $3,693 | $4,229-12.7% | $3,651+1.1% | $5,352-31.0% |
| Admin fee / account holder | $1,009 | $6,502-84.5% | $5,299-81.0% | $9,540-89.4% |