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 | $65,703-24.1% | $94,224-47.1% | $59,632-16.4% |
| Participation rate | 85.2% | 72.1%+13.1pp | 78.8%+6.5pp | 68.7%+16.6pp |
| Annual return | 5.99% | 5.22%+0.8pp | 10.68%-4.7pp | 2041.28%-2035.3pp |
| Employer contribution / active EE | $2,201 | $2,021+8.9% | $3,587-38.6% | $2,203-0.1% |
| Participant deferral / active EE | $2,397 | $3,143-23.7% | $4,320-44.5% | $3,192-24.9% |
| Admin fee / account holder | $1,086 | $4,264-74.5% | $6,269-82.7% | $4,297-74.7% |