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 | $107,809 | $106,584+1.1% | $101,326+6.4% | $142,382-24.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 18.03% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $933 | $3,956-76.4% | $3,665-74.5% | $4,299-78.3% |
| Participant deferral / active EE | $2,750 | $8,297-66.9% | $7,994-65.6% | $6,507-57.7% |
| Admin fee / account holder | $1,066 | $11,446-90.7% | $11,185-90.5% | $12,624-91.6% |