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 7-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 | $24,454 | $63,355-61.4% | $91,989-73.4% | $72,985-66.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 27.45% | 35.35%-7.9pp | 69.02%-41.6pp | 81.00%-53.6pp |
| Employer contribution / active EE | $1,148 | $2,116-45.7% | $3,452-66.7% | $2,440-53.0% |
| Participant deferral / active EE | $4,437 | $4,883-9.1% | $5,923-25.1% | $3,607+23.0% |
| Admin fee / account holder | $815 | $4,668-82.5% | $7,743-89.5% | $5,124-84.1% |