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 9-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 | $12,181 | $39,122-68.9% | $57,179-78.7% | $62,891-80.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.32% | 9.23%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,676 | $1,874-10.5% | $2,682-37.5% | $2,281-26.5% |
| Participant deferral / active EE | $751 | $2,374-68.4% | $3,096-75.7% | $3,203-76.6% |
| Admin fee / account holder | $1,338 | $2,592-48.4% | $3,139-57.4% | $4,296-68.9% |