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 | $16,091 | $99,341-83.8% | $84,750-81.0% | $273,961-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | 22.93%-18.7pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,969 | $4,214-29.5% | $3,574-16.9% | $4,869-39.0% |
| Participant deferral / active EE | $4,869 | $4,269+14.0% | $3,712+31.2% | $5,287-7.9% |
| Admin fee / account holder | $442 | $6,644-93.3% | $5,332-91.7% | $10,132-95.6% |