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 | $35,410 | $99,341-64.4% | $84,750-58.2% | $273,961-87.1% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 5.98% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,286 | $4,214-45.8% | $3,574-36.0% | $4,869-53.0% |
| Participant deferral / active EE | $4,306 | $4,269+0.9% | $3,712+16.0% | $5,287-18.6% |
| Admin fee / account holder | $1,541 | $6,644-76.8% | $5,332-71.1% | $10,132-84.8% |