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 | $71,063 | $81,632-12.9% | $70,449+0.9% | $158,922-55.3% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 16.40% | 208.40%-192.0pp | 109.03%-92.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,488 | $3,217-53.8% | $2,737-45.6% | $4,761-68.8% |
| Participant deferral / active EE | $4,586 | $4,554+0.7% | $3,709+23.7% | $5,982-23.3% |
| Admin fee / account holder | $4,063 | $6,193-34.4% | $3,845+5.7% | $11,246-63.9% |