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 | $22,784 | $73,867-69.2% | $143,757-84.2% | $68,494-66.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 7.91% | 1.01%+6.9pp | -0.04%+8.0pp | -7.84%+15.8pp |
| Employer contribution / active EE | $1,617 | $3,184-49.2% | $4,951-67.3% | $2,596-37.7% |
| Participant deferral / active EE | $2,172 | $3,384-35.8% | $5,637-61.5% | $4,027-46.1% |
| Admin fee / account holder | $1,865 | $5,755-67.6% | $14,673-87.3% | $5,403-65.5% |