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 | $20,345 | $49,227-58.7% | $70,449-71.1% | $79,858-74.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.61% | 30.06%-20.5pp | 109.03%-99.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $626 | $2,099-70.2% | $2,737-77.1% | $2,471-74.7% |
| Participant deferral / active EE | $1,550 | $2,768-44.0% | $3,709-58.2% | $3,740-58.6% |
| Admin fee / account holder | $2,785 | $2,878-3.3% | $3,845-27.6% | $5,306-47.5% |