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 | $24,551 | $76,552-67.9% | $123,892-80.2% | $62,891-61.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.61% | 18.68%-8.1pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,398 | $2,883-51.5% | $4,617-69.7% | $2,281-38.7% |
| Participant deferral / active EE | $3,536 | $4,840-26.9% | $5,984-40.9% | $3,203+10.4% |
| Admin fee / account holder | $791 | $4,826-83.6% | $8,357-90.5% | $4,296-81.6% |