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 | $39,043 | $72,492-46.1% | $87,100-55.2% | $72,985-46.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.37% | 24.46%-2.1pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $921 | $1,894-51.4% | $2,521-63.5% | $2,440-62.3% |
| Participant deferral / active EE | $2,623 | $3,270-19.8% | $4,049-35.2% | $3,607-27.3% |
| Admin fee / account holder | $1,061 | $5,055-79.0% | $7,497-85.8% | $5,124-79.3% |