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 | $74,284 | $113,935-34.8% | $94,224-21.2% | $125,391-40.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.79% | 5.29%-4.5pp | 10.68%-9.9pp | 282.22%-281.4pp |
| Employer contribution / active EE | $8,607 | $4,727+82.1% | $3,587+140.0% | $4,866+76.9% |
| Participant deferral / active EE | $6,362 | $5,179+22.9% | $4,320+47.3% | $5,352+18.9% |
| Admin fee / account holder | $11,481 | $8,391+36.8% | $6,269+83.1% | $9,540+20.3% |