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 | $25,669 | $65,685-60.9% | $57,179-55.1% | $273,961-90.6% |
| Participation rate | 71.4% | 78.3%-6.9pp | 75.3%-3.9pp | 83.0%-11.6pp |
| Annual return | 7.35% | 21.99%-14.6pp | 14.59%-7.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,639 | $3,279+41.5% | $2,682+72.9% | $4,869-4.7% |
| Participant deferral / active EE | $3,906 | $3,782+3.3% | $3,096+26.1% | $5,287-26.1% |
| Admin fee / account holder | $6,522 | $4,835+34.9% | $3,139+107.8% | $10,132-35.6% |