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 | $34,206 | $99,341-65.6% | $84,750-59.6% | $273,961-87.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.44% | 22.93%-17.5pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $947 | $4,214-77.5% | $3,574-73.5% | $4,869-80.6% |
| Participant deferral / active EE | $1,059 | $4,269-75.2% | $3,712-71.5% | $5,287-80.0% |
| Admin fee / account holder | $1,546 | $6,644-76.7% | $5,332-71.0% | $10,132-84.7% |