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 | $23,789 | $45,073-47.2% | $69,455-65.7% | $72,985-67.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.65% | 22.65%-6.0pp | 28.97%-12.3pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,506 | $2,054-26.7% | $2,779-45.8% | $2,440-38.3% |
| Participant deferral / active EE | $1,066 | $2,602-59.0% | $3,535-69.8% | $3,607-70.5% |
| Admin fee / account holder | $703 | $3,056-77.0% | $3,839-81.7% | $5,124-86.3% |