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 | $99,742 | $106,515-6.4% | $96,683+3.2% | $139,434-28.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 31.93% | 38.43%-6.5pp | 35.69%-3.8pp | 372.94%-341.0pp |
| Employer contribution / active EE | $3,386 | $4,103-17.5% | $3,737-9.4% | $4,751-28.7% |
| Participant deferral / active EE | $10,666 | $5,454+95.6% | $4,878+118.6% | $6,710+58.9% |
| Admin fee / account holder | $715 | $7,877-90.9% | $6,730-89.4% | $11,403-93.7% |