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 | $26,616 | $65,685-59.5% | $57,179-53.5% | $273,961-90.3% |
| Participation rate | 72.7% | 78.3%-5.6pp | 75.3%-2.6pp | 83.0%-10.3pp |
| Annual return | 6.72% | 21.99%-15.3pp | 14.59%-7.9pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,359 | $3,279-58.6% | $2,682-49.3% | $4,869-72.1% |
| Participant deferral / active EE | $2,756 | $3,782-27.1% | $3,096-11.0% | $5,287-47.9% |
| Admin fee / account holder | $1,028 | $4,835-78.7% | $3,139-67.2% | $10,132-89.9% |