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 | $47,825 | $73,981-35.4% | $105,722-54.8% | $62,891-24.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 5.09% | 17.60%-12.5pp | 12.25%-7.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,482 | $2,856-13.1% | $4,079-39.1% | $2,281+8.8% |
| Participant deferral / active EE | $5,631 | $4,038+39.4% | $5,326+5.7% | $3,203+75.8% |
| Admin fee / account holder | $4,908 | $5,976-17.9% | $8,308-40.9% | $4,296+14.3% |