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 5-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 | $15,310 | $57,016-73.1% | $84,966-82.0% | $80,856-81.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.11% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $798 | $1,798-55.6% | $2,727-70.7% | $2,755-71.0% |
| Participant deferral / active EE | $1,596 | $3,110-48.7% | $4,519-64.7% | $4,296-62.9% |
| Admin fee / account holder | $1,034 | $4,980-79.2% | $6,149-83.2% | $6,918-85.1% |