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 | $27,667 | $93,571-70.4% | $135,903-79.6% | $75,163-63.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 39.78% | 30.90%+8.9pp | 68.23%-28.5pp | 160.62%-120.8pp |
| Employer contribution / active EE | $2,677 | $3,537-24.3% | $4,856-44.9% | $2,670+0.3% |
| Participant deferral / active EE | $5,947 | $6,404-7.1% | $7,758-23.3% | $4,125+44.2% |
| Admin fee / account holder | $11,099 | $6,975+59.1% | $10,762+3.1% | $5,651+96.4% |