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 | $87,300 | $56,897+53.4% | $84,750+3.0% | $62,891+38.8% |
| Participation rate | 70.6% | 68.5%+2.0pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | 29.45% | 6.30%+23.1pp | 22.78%+6.7pp | 20.14%+9.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,242 | $2,709+56.6% | $3,712+14.3% | $3,203+32.5% |
| Admin fee / account holder | $4,484 | $3,581+25.2% | $5,332-15.9% | $4,296+4.4% |