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 | $49,848 | $105,630-52.8% | $87,507-43.0% | $273,961-81.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.75% | 12.25%-4.5pp | 12.21%-4.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $4,251 | $3,141+35.3% | $2,550+66.7% | $4,869-12.7% |
| Participant deferral / active EE | $3,769 | $3,601+4.7% | $3,149+19.7% | $5,287-28.7% |
| Admin fee / account holder | $2,582 | $4,781-46.0% | $4,221-38.8% | $10,132-74.5% |