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 | $14,057 | $39,122-64.1% | $57,179-75.4% | $62,891-77.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.62% | 9.23%-7.6pp | 14.59%-13.0pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,004 | $1,874-46.4% | $2,682-62.6% | $2,281-56.0% |
| Participant deferral / active EE | $2,070 | $2,374-12.8% | $3,096-33.1% | $3,203-35.4% |
| Admin fee / account holder | $548 | $2,592-78.9% | $3,139-82.5% | $4,296-87.2% |