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 | $24,572 | $45,035-45.4% | $62,995-61.0% | $70,131-65.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.86% | 18.76%-1.9pp | 87.57%-70.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,219 | $2,051-40.6% | $2,759-55.8% | $2,342-47.9% |
| Participant deferral / active EE | $1,781 | $2,465-27.7% | $3,329-46.5% | $3,332-46.5% |
| Admin fee / account holder | $1,618 | $2,834-42.9% | $3,600-55.0% | $4,645-65.2% |