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 4-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 | $87,812 | $90,745-3.2% | $130,231-32.6% | $75,163+16.8% |
| Participation rate | 89.7% | 71.1%+18.7pp | 76.3%+13.5pp | 67.2%+22.6pp |
| Annual return | 16.70% | 34.45%-17.8pp | 38.77%-22.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,916 | $3,314-12.0% | $4,126-29.3% | $2,670+9.2% |
| Participant deferral / active EE | $7,588 | $5,362+41.5% | $6,799+11.6% | $4,125+83.9% |
| Admin fee / account holder | $2,489 | $6,331-60.7% | $6,020-58.7% | $5,651-56.0% |