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 6-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 | $96,381 | $106,515-9.5% | $96,683-0.3% | $139,434-30.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.85% | 38.43%-19.6pp | 35.69%-16.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,602 | $4,103-12.2% | $3,737-3.6% | $4,751-24.2% |
| Participant deferral / active EE | $13,348 | $5,454+144.7% | $4,878+173.6% | $6,710+98.9% |
| Admin fee / account holder | $1,004 | $7,877-87.3% | $6,730-85.1% | $11,403-91.2% |