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 | $107,326 | $117,983-9.0% | $101,794+5.4% | $142,382-24.6% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 19.68% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,030 | $2,773-26.8% | $2,289-11.3% | $4,299-52.8% |
| Participant deferral / active EE | $6,825 | $4,714+44.8% | $4,084+67.1% | $6,507+4.9% |
| Admin fee / account holder | $2,979 | $10,433-71.4% | $8,777-66.1% | $12,624-76.4% |