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 | $34,000 | $64,480-47.3% | $81,382-58.2% | $80,856-57.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.90% | 16.34%-5.4pp | 24.73%-13.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,053 | $1,978-46.8% | $2,463-57.3% | $2,755-61.8% |
| Participant deferral / active EE | $1,434 | $3,094-53.7% | $3,883-63.1% | $4,296-66.6% |
| Admin fee / account holder | $428 | $5,671-92.5% | $5,768-92.6% | $6,918-93.8% |