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 | $78,551 | $87,166-9.9% | $76,735+2.4% | $137,256-42.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 15.25% | 26.50%-11.2pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,278 | $2,904-21.6% | $2,454-7.2% | $4,156-45.2% |
| Participant deferral / active EE | $4,148 | $4,726-12.2% | $4,088+1.5% | $6,407-35.3% |
| Admin fee / account holder | $6,068 | $8,403-27.8% | $7,189-15.6% | $12,270-50.5% |