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 | $70,134 | $87,540-19.9% | $75,781-7.5% | $125,391-44.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.39% | 13.48%-13.1pp | 9.68%-9.3pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,632 | $3,930-58.5% | $3,323-50.9% | $4,866-66.5% |
| Participant deferral / active EE | $3,637 | $4,229-14.0% | $3,651-0.4% | $5,352-32.0% |
| Admin fee / account holder | $3,295 | $6,502-49.3% | $5,299-37.8% | $9,540-65.5% |