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 | $20,142 | $106,515-81.1% | $96,683-79.2% | $139,434-85.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 39.81% | 38.43%+1.4pp | 35.69%+4.1pp | 372.94%-333.1pp |
| Employer contribution / active EE | $3,896 | $4,103-5.0% | $3,737+4.3% | $4,751-18.0% |
| Participant deferral / active EE | $5,785 | $5,454+6.1% | $4,878+18.6% | $6,710-13.8% |
| Admin fee / account holder | $2,089 | $7,877-73.5% | $6,730-69.0% | $11,403-81.7% |