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 | $32,472 | $136,307-76.2% | $106,619-69.5% | $273,961-88.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 78.0%-3.0pp | 83.0%-8.0pp |
| Annual return | 2.76% | 11.05%-8.3pp | 9.42%-6.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,059 | $5,190-79.6% | $3,947-73.2% | $4,869-78.2% |
| Participant deferral / active EE | $3,040 | $4,969-38.8% | $3,930-22.6% | $5,287-42.5% |
| Admin fee / account holder | $1,559 | $8,625-81.9% | $6,418-75.7% | $10,132-84.6% |