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 | $20,587 | $52,681-60.9% | $75,781-72.8% | $59,632-65.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.42% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,478 | $2,193-32.6% | $3,323-55.5% | $2,203-32.9% |
| Participant deferral / active EE | $2,654 | $2,591+2.5% | $3,651-27.3% | $3,192-16.8% |
| Admin fee / account holder | $1,939 | $3,610-46.3% | $5,299-63.4% | $4,297-54.9% |