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 | $31,660 | $52,580-39.8% | $71,671-55.8% | $70,131-54.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.98% | 20.25%-5.3pp | 20.65%-5.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $590 | $1,616-63.5% | $2,460-76.0% | $2,342-74.8% |
| Participant deferral / active EE | $1,261 | $2,386-47.2% | $3,438-63.3% | $3,332-62.2% |
| Admin fee / account holder | $1,215 | $3,653-66.7% | $5,558-78.1% | $4,645-73.8% |