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 | $21,490 | $39,122-45.1% | $57,179-62.4% | $62,891-65.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.07% | 9.23%-2.2pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,283 | $1,874-31.5% | $2,682-52.2% | $2,281-43.7% |
| Participant deferral / active EE | $1,608 | $2,374-32.3% | $3,096-48.1% | $3,203-49.8% |
| Admin fee / account holder | $1,707 | $2,592-34.1% | $3,139-45.6% | $4,296-60.3% |