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 | $47,894 | $87,841-45.5% | $133,980-64.3% | $62,891-23.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.71% | 12.05%-5.3pp | 29.30%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,424 | $3,483-30.4% | $5,211-53.5% | $2,281+6.3% |
| Participant deferral / active EE | $5,368 | $4,812+11.6% | $6,282-14.5% | $3,203+67.6% |
| Admin fee / account holder | $6,003 | $5,371+11.8% | $9,324-35.6% | $4,296+39.7% |