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 | $20,503 | $90,503-77.3% | $78,689-73.9% | $273,961-92.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.99% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,920 | $3,176-39.5% | $2,851-32.6% | $4,869-60.6% |
| Participant deferral / active EE | $4,951 | $3,901+26.9% | $3,517+40.8% | $5,287-6.4% |
| Admin fee / account holder | $687 | $5,263-86.9% | $4,510-84.8% | $10,132-93.2% |