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 | $93,844 | $67,606+38.8% | $82,313+14.0% | $70,131+33.8% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.9%+5.9pp | 69.5%+13.2pp |
| Annual return | 27.07% | 21.57%+5.5pp | 25.88%+1.2pp | 73.14%-46.1pp |
| Employer contribution / active EE | $463 | $1,755-73.6% | $2,428-80.9% | $2,342-80.2% |
| Participant deferral / active EE | $2,093 | $2,987-29.9% | $3,706-43.5% | $3,332-37.2% |
| Admin fee / account holder | $1,254 | $4,512-72.2% | $5,608-77.6% | $4,645-73.0% |