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 | $13,938 | $107,452-87.0% | $91,541-84.8% | $142,382-90.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.77% | 22.06%-10.3pp | 20.50%-8.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,513 | $2,994-49.5% | $2,505-39.6% | $4,299-64.8% |
| Participant deferral / active EE | $1,645 | $4,754-65.4% | $4,008-58.9% | $6,507-74.7% |
| Admin fee / account holder | $2,551 | $8,834-71.1% | $6,956-63.3% | $12,624-79.8% |