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 | $47,819 | $56,897-16.0% | $84,750-43.6% | $62,891-24.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.27% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $4,394 | $2,400+83.1% | $3,574+22.9% | $2,281+92.6% |
| Participant deferral / active EE | $3,850 | $2,709+42.1% | $3,712+3.7% | $3,203+20.2% |
| Admin fee / account holder | $685 | $3,581-80.9% | $5,332-87.2% | $4,296-84.1% |