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 | $30,002 | $83,477-64.1% | $125,175-76.0% | $72,985-58.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.34% | 25.78%-7.4pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,180 | $2,345-49.7% | $3,865-69.5% | $2,440-51.6% |
| Participant deferral / active EE | $1,739 | $3,585-51.5% | $4,937-64.8% | $3,607-51.8% |
| Admin fee / account holder | $2,692 | $5,517-51.2% | $9,702-72.3% | $5,124-47.5% |