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 | $11,947 | $45,035-73.5% | $62,995-81.0% | $70,131-83.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.72% | 18.76%-4.0pp | 87.57%-72.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $495 | $2,051-75.9% | $2,759-82.0% | $2,342-78.9% |
| Participant deferral / active EE | $930 | $2,465-62.3% | $3,329-72.1% | $3,332-72.1% |
| Admin fee / account holder | $1,483 | $2,834-47.7% | $3,600-58.8% | $4,645-68.1% |