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 9-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 | $88,577 | $103,376-14.3% | $87,100+1.7% | $152,861-42.1% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 27.27% | 28.10%-0.8pp | 28.19%-0.9pp | 345.32%-318.1pp |
| Employer contribution / active EE | $2,817 | $3,220-12.5% | $2,521+11.7% | $4,762-40.9% |
| Participant deferral / active EE | $5,030 | $4,778+5.3% | $4,049+24.3% | $5,850-14.0% |
| Admin fee / account holder | $3,052 | $12,205-75.0% | $7,497-59.3% | $11,596-73.7% |