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 | $23,969 | $54,541-56.1% | $78,778-69.6% | $70,131-65.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.61% | 21.07%-8.5pp | 35.62%-23.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,658 | $1,089+52.3% | $1,986-16.5% | $2,342-29.2% |
| Participant deferral / active EE | $2,179 | $2,210-1.4% | $2,958-26.3% | $3,332-34.6% |
| Admin fee / account holder | $1,323 | $3,709-64.3% | $5,134-74.2% | $4,645-71.5% |