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 8-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 | $23,667 | $39,122-39.5% | $57,179-58.6% | $62,891-62.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 12.28% | 9.23%+3.0pp | 14.59%-2.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,700 | $1,874-9.3% | $2,682-36.6% | $2,281-25.5% |
| Participant deferral / active EE | $3,667 | $2,374+54.5% | $3,096+18.5% | $3,203+14.5% |
| Admin fee / account holder | $2,556 | $2,592-1.4% | $3,139-18.6% | $4,296-40.5% |