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 | $95,057 | $100,970-5.9% | $96,576-1.6% | $137,256-30.7% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 18.72% | 38.16%-19.4pp | 38.47%-19.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,047 | $3,809+6.3% | $3,553+13.9% | $4,156-2.6% |
| Participant deferral / active EE | $14,190 | $8,286+71.2% | $7,956+78.4% | $6,407+121.5% |
| Admin fee / account holder | $865 | $11,312-92.4% | $11,381-92.4% | $12,270-92.9% |