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 | $48,965 | $92,985-47.3% | $153,485-68.1% | $80,856-39.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 13.11% | 19.95%-6.8pp | 15.65%-2.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,332 | $3,507-5.0% | $5,039-33.9% | $2,755+21.0% |
| Participant deferral / active EE | $6,106 | $5,178+17.9% | $6,757-9.6% | $4,296+42.1% |
| Admin fee / account holder | $4,071 | $8,880-54.2% | $12,724-68.0% | $6,918-41.1% |