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 | $83,203 | $88,672-6.2% | $105,223-20.9% | $82,448+0.9% |
| Participation rate | 71.9% | 67.9%+4.0pp | 75.0%-3.2pp | 68.1%+3.8pp |
| Annual return | 18.25% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,989 | $3,048-1.9% | $3,689-19.0% | $2,551+17.2% |
| Participant deferral / active EE | $7,961 | $4,036+97.2% | $5,072+57.0% | $4,139+92.3% |
| Admin fee / account holder | $4,204 | $7,146-41.2% | $8,859-52.5% | $7,234-41.9% |