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 | $27,586 | $90,503-69.5% | $78,689-64.9% | $273,961-89.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.10% | 75.60%-63.5pp | 62.18%-50.1pp | 41.45%-29.4pp |
| Employer contribution / active EE | $869 | $3,176-72.6% | $2,851-69.5% | $4,869-82.2% |
| Participant deferral / active EE | $3,024 | $3,901-22.5% | $3,517-14.0% | $5,287-42.8% |
| Admin fee / account holder | $385 | $5,263-92.7% | $4,510-91.5% | $10,132-96.2% |