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 9-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 | $10,902 | $39,122-72.1% | $57,179-80.9% | $62,891-82.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.81% | 9.23%+2.6pp | 14.59%-2.8pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,411 | $1,874-24.7% | $2,682-47.4% | $2,281-38.1% |
| Participant deferral / active EE | $3,571 | $2,374+50.4% | $3,096+15.3% | $3,203+11.5% |
| Admin fee / account holder | $480 | $2,592-81.5% | $3,139-84.7% | $4,296-88.8% |