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 | $106,584-10.8% | $101,326-6.2% | $142,382-33.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 18.72% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,047 | $3,956+2.3% | $3,665+10.4% | $4,299-5.9% |
| Participant deferral / active EE | $14,190 | $8,297+71.0% | $7,994+77.5% | $6,507+118.1% |
| Admin fee / account holder | $865 | $11,446-92.4% | $11,185-92.3% | $12,624-93.1% |