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 | $48,538 | $65,685-26.1% | $57,179-15.1% | $273,961-82.3% |
| Participation rate | 73.7% | 78.3%-4.7pp | 75.3%-1.7pp | 83.0%-9.3pp |
| Annual return | 6.02% | 21.99%-16.0pp | 14.59%-8.6pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,143 | $3,279+26.4% | $2,682+54.4% | $4,869-14.9% |
| Participant deferral / active EE | $3,024 | $3,782-20.0% | $3,096-2.3% | $5,287-42.8% |
| Admin fee / account holder | $988 | $4,835-79.6% | $3,139-68.5% | $10,132-90.3% |