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 | $22,559 | $58,523-61.5% | $99,443-77.3% | $72,985-69.1% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 20.15% | 28.51%-8.4pp | 30.72%-10.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,333 | $1,512-11.8% | $2,540-47.5% | $2,440-45.4% |
| Participant deferral / active EE | $1,673 | $2,606-35.8% | $3,619-53.8% | $3,607-53.6% |
| Admin fee / account holder | $699 | $4,102-83.0% | $6,250-88.8% | $5,124-86.4% |