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 | $80,722 | $79,944+1.0% | $98,439-18.0% | $75,163+7.4% |
| Participation rate | 88.5% | 70.4%+18.1pp | 75.2%+13.3pp | 67.2%+21.3pp |
| Annual return | 14.13% | 19.75%-5.6pp | 21.16%-7.0pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,253 | $2,264-44.7% | $3,048-58.9% | $2,670-53.1% |
| Participant deferral / active EE | $3,968 | $3,752+5.8% | $4,738-16.2% | $4,125-3.8% |
| Admin fee / account holder | $8,293 | $6,840+21.3% | $8,948-7.3% | $5,651+46.8% |