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 | $22,077 | $68,719-67.9% | $91,541-75.9% | $84,808-74.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.38% | 19.12%-0.7pp | 20.50%-2.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,667 | $1,920-13.2% | $2,505-33.4% | $2,631-36.6% |
| Participant deferral / active EE | $3,017 | $3,136-3.8% | $4,008-24.7% | $4,212-28.4% |
| Admin fee / account holder | $811 | $5,786-86.0% | $6,956-88.3% | $7,344-89.0% |