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 | $67,207 | $99,985-32.8% | $146,665-54.2% | $85,850-21.7% |
| Participation rate | 70.5% | 73.1%-2.6pp | 80.1%-9.6pp | 69.3%+1.2pp |
| Annual return | 19.52% | 18.93%+0.6pp | 22.74%-3.2pp | 318.53%-299.0pp |
| Employer contribution / active EE | $3,239 | $2,559+26.6% | $4,136-21.7% | $2,565+26.3% |
| Participant deferral / active EE | $5,480 | $4,006+36.8% | $5,506-0.5% | $3,952+38.7% |
| Admin fee / account holder | $1,829 | $7,702-76.3% | $10,280-82.2% | $6,260-70.8% |