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 | $53,193 | $88,707-40.0% | $74,183-28.3% | $273,961-80.6% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.6%+2.3pp | 83.0%-4.1pp |
| Annual return | 7.60% | 11.94%-4.3pp | 17.74%-10.1pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,469 | $3,159-53.5% | $2,370-38.0% | $4,869-69.8% |
| Participant deferral / active EE | $3,928 | $4,212-6.7% | $3,550+10.7% | $5,287-25.7% |
| Admin fee / account holder | $3,166 | $8,717-63.7% | $5,586-43.3% | $10,132-68.8% |