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 | $14,903 | $45,035-66.9% | $62,995-76.3% | $70,131-78.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 25.97% | 18.76%+7.2pp | 87.57%-61.6pp | 73.14%-47.2pp |
| Employer contribution / active EE | $1,147 | $2,051-44.1% | $2,759-58.4% | $2,342-51.1% |
| Participant deferral / active EE | $1,713 | $2,465-30.5% | $3,329-48.6% | $3,332-48.6% |
| Admin fee / account holder | $1,404 | $2,834-50.5% | $3,600-61.0% | $4,645-69.8% |