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 | $49,216 | $87,841-44.0% | $133,980-63.3% | $62,891-21.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.82% | 12.05%-5.2pp | 29.30%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,775 | $3,483-49.0% | $5,211-65.9% | $2,281-22.2% |
| Participant deferral / active EE | $5,553 | $4,812+15.4% | $6,282-11.6% | $3,203+73.4% |
| Admin fee / account holder | $4,063 | $5,371-24.3% | $9,324-56.4% | $4,296-5.4% |