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 | $13,022 | $45,035-71.1% | $62,995-79.3% | $70,131-81.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.30% | 18.76%+0.5pp | 87.57%-68.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,129 | $2,051-45.0% | $2,759-59.1% | $2,342-51.8% |
| Participant deferral / active EE | $2,856 | $2,465+15.9% | $3,329-14.2% | $3,332-14.3% |
| Admin fee / account holder | $3,592 | $2,834+26.7% | $3,600-0.2% | $4,645-22.7% |