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 | $118,054 | $112,729+4.7% | $98,716+19.6% | $137,256-14.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.15% | 38.48%-23.3pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,308 | $2,725-15.3% | $2,279+1.3% | $4,156-44.5% |
| Participant deferral / active EE | $4,694 | $4,640+1.2% | $4,048+16.0% | $6,407-26.7% |
| Admin fee / account holder | $5,547 | $10,129-45.2% | $8,703-36.3% | $12,270-54.8% |