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 | $13,984 | $93,071-85.0% | $74,583-81.3% | $273,961-94.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.78% | 26.18%-18.4pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $739 | $3,160-76.6% | $2,525-70.7% | $4,869-84.8% |
| Participant deferral / active EE | $2,294 | $4,160-44.9% | $3,458-33.7% | $5,287-56.6% |
| Admin fee / account holder | $3,339 | $5,272-36.7% | $4,138-19.3% | $10,132-67.0% |