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 | $26,077 | $69,518-62.5% | $59,878-56.5% | $135,375-80.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.04% | 7.94%+0.1pp | 3.46%+4.6pp | 519.73%-511.7pp |
| Employer contribution / active EE | $1,204 | $3,235-62.8% | $2,722-55.7% | $4,779-74.8% |
| Participant deferral / active EE | $3,089 | $4,206-26.5% | $3,402-9.2% | $5,609-44.9% |
| Admin fee / account holder | $2,251 | $5,734-60.7% | $3,590-37.3% | $10,827-79.2% |