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 | $48,882 | $52,836-7.5% | $105,738-53.8% | $64,186-23.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 1.38% | 14.30%-12.9pp | 6.27%-4.9pp | 7.63%-6.3pp |
| Employer contribution / active EE | $8,368 | $1,827+358.0% | $3,268+156.0% | $2,381+251.5% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,577 | $3,959+66.1% | $6,913-4.9% | $4,888+34.6% |