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 | $117,983+0.1% | $101,794+16.0% | $142,382-17.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.15% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,308 | $2,773-16.8% | $2,289+0.8% | $4,299-46.3% |
| Participant deferral / active EE | $4,694 | $4,714-0.4% | $4,084+14.9% | $6,507-27.9% |
| Admin fee / account holder | $5,547 | $10,433-46.8% | $8,777-36.8% | $12,624-56.1% |