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 | $70,357 | $54,726+28.6% | $68,793+2.3% | $64,186+9.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -1.38% | -1.62%+0.2pp | -4.63%+3.3pp | 7.63%-9.0pp |
| Employer contribution / active EE | $7,162 | $1,846+288.0% | $2,625+172.8% | $2,381+200.8% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,987 | $4,027+73.5% | $5,131+36.2% | $4,888+42.9% |