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 | $91,078 | $109,881-17.1% | $150,045-39.3% | $84,808+7.4% |
| Participation rate | 77.5% | 76.1%+1.4pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 15.37% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,799 | $3,561-21.4% | $4,693-40.4% | $2,631+6.4% |
| Participant deferral / active EE | $5,520 | $6,636-16.8% | $7,997-31.0% | $4,212+31.1% |
| Admin fee / account holder | $4,273 | $8,568-50.1% | $13,435-68.2% | $7,344-41.8% |