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 | $23,422 | $99,341-76.4% | $84,750-72.4% | $273,961-91.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.71% | 22.93%-11.2pp | 22.78%-11.1pp | 41.45%-29.7pp |
| Employer contribution / active EE | $3,066 | $4,214-27.2% | $3,574-14.2% | $4,869-37.0% |
| Participant deferral / active EE | $2,843 | $4,269-33.4% | $3,712-23.4% | $5,287-46.2% |
| Admin fee / account holder | $325 | $6,644-95.1% | $5,332-93.9% | $10,132-96.8% |