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 8-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 | $66,510 | $96,484-31.1% | $75,886-12.4% | $152,861-56.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 13.18% | 33.98%-20.8pp | 30.76%-17.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,003 | $3,309-69.7% | $2,500-59.9% | $4,762-78.9% |
| Participant deferral / active EE | $1,949 | $4,553-57.2% | $3,603-45.9% | $5,850-66.7% |
| Admin fee / account holder | $1,045 | $8,078-87.1% | $5,418-80.7% | $11,596-91.0% |