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 | $37,532 | $39,122-4.1% | $57,179-34.4% | $62,891-40.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.04% | 9.23%-7.2pp | 14.59%-12.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $1,035 | $1,874-44.7% | $2,682-61.4% | $2,281-54.6% |
| Participant deferral / active EE | $1,673 | $2,374-29.5% | $3,096-46.0% | $3,203-47.8% |
| Admin fee / account holder | $1,638 | $2,592-36.8% | $3,139-47.8% | $4,296-61.9% |