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 | $61,921 | $72,404-14.5% | $110,238-43.8% | $64,186-3.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 2.83% | -6.29%+9.1pp | 314.74%-311.9pp | 7.63%-4.8pp |
| Employer contribution / active EE | $1,865 | $2,282-18.2% | $3,826-51.3% | $2,381-21.7% |
| Participant deferral / active EE | $4,435 | $3,469+27.8% | $4,672-5.1% | $3,470+27.8% |
| Admin fee / account holder | $3,600 | $5,664-36.4% | $8,547-57.9% | $4,888-26.3% |