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 | $92,509 | $65,365+41.5% | $92,893-0.4% | $72,985+26.8% |
| Participation rate | 75.7% | 68.3%+7.4pp | 76.0%-0.3pp | 69.5%+6.2pp |
| Annual return | 23.14% | 42.10%-19.0pp | 109.41%-86.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,838 | $2,594-29.2% | $3,653-49.7% | $2,440-24.7% |
| Participant deferral / active EE | $3,270 | $3,128+4.5% | $4,236-22.8% | $3,607-9.4% |
| Admin fee / account holder | $7,485 | $4,251+76.1% | $5,794+29.2% | $5,124+46.1% |