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 | $101,466 | $106,584-4.8% | $101,326+0.1% | $142,382-28.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 18.71% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,873 | $3,956+48.5% | $3,665+60.2% | $4,299+36.6% |
| Participant deferral / active EE | $13,888 | $8,297+67.4% | $7,994+73.7% | $6,507+113.4% |
| Admin fee / account holder | $1,275 | $11,446-88.9% | $11,185-88.6% | $12,624-89.9% |