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 | $78,658 | $77,503+1.5% | $100,391-21.6% | $80,856-2.7% |
| Participation rate | 74.2% | 76.9%-2.8pp | 81.5%-7.3pp | 67.6%+6.6pp |
| Annual return | 19.12% | 37.20%-18.1pp | 49.20%-30.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,168 | $6,820+93.1% | $8,082+62.9% | $4,296+206.5% |
| Admin fee / account holder | $1,506 | $5,897-74.5% | $7,899-80.9% | $6,918-78.2% |