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 | $23,781 | $43,327-45.1% | $59,878-60.3% | $64,186-62.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 33.63% | -1.55%+35.2pp | 3.46%+30.2pp | 7.63%+26.0pp |
| Employer contribution / active EE | $1,987 | $2,028-2.1% | $2,722-27.0% | $2,381-16.6% |
| Participant deferral / active EE | $6,039 | $2,546+137.2% | $3,402+77.5% | $3,470+74.1% |
| Admin fee / account holder | $2,743 | $3,005-8.7% | $3,590-23.6% | $4,888-43.9% |