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 | $17,935 | $90,503-80.2% | $78,689-77.2% | $273,961-93.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.09% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,398 | $3,176-56.0% | $2,851-51.0% | $4,869-71.3% |
| Participant deferral / active EE | $3,212 | $3,901-17.7% | $3,517-8.7% | $5,287-39.3% |
| Admin fee / account holder | $9,158 | $5,263+74.0% | $4,510+103.0% | $10,132-9.6% |