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 | $90,144 | $71,883+25.4% | $86,677+4.0% | $68,494+31.6% |
| Participation rate | 91.2% | 72.2%+18.9pp | 76.6%+14.6pp | 67.9%+23.3pp |
| Annual return | 29.25% | 3.52%+25.7pp | 35.91%-6.7pp | -7.84%+37.1pp |
| Employer contribution / active EE | $1,688 | $2,173-22.3% | $2,836-40.5% | $2,596-35.0% |
| Participant deferral / active EE | $3,554 | $3,779-6.0% | $4,656-23.7% | $4,027-11.8% |
| Admin fee / account holder | $8,180 | $6,112+33.8% | $7,493+9.2% | $5,403+51.4% |