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 | $33,805 | $88,583-61.8% | $88,497-61.8% | $273,961-87.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 5.02% | 5.68%-0.7pp | 7.63%-2.6pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,686 | $4,502-62.6% | $4,036-58.2% | $4,869-65.4% |
| Participant deferral / active EE | $2,078 | $4,891-57.5% | $4,899-57.6% | $5,287-60.7% |
| Admin fee / account holder | $1,554 | $8,980-82.7% | $6,220-75.0% | $10,132-84.7% |