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 | $45,852 | $65,685-30.2% | $57,179-19.8% | $273,961-83.3% |
| Participation rate | 73.9% | 78.3%-4.4pp | 75.3%-1.4pp | 83.0%-9.1pp |
| Annual return | 8.56% | 21.99%-13.4pp | 14.59%-6.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,623 | $3,279-50.5% | $2,682-39.5% | $4,869-66.7% |
| Participant deferral / active EE | $3,247 | $3,782-14.2% | $3,096+4.9% | $5,287-38.6% |
| Admin fee / account holder | $470 | $4,835-90.3% | $3,139-85.0% | $10,132-95.4% |