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 | $172,483 | $185,822-7.2% | $169,993+1.5% | $139,434+23.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 23.36% | 60.50%-37.1pp | 53.37%-30.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,560 | $7,590-79.4% | $6,785-77.0% | $4,751-67.2% |
| Participant deferral / active EE | $4,599 | $11,622-60.4% | $10,408-55.8% | $6,710-31.5% |
| Admin fee / account holder | $5,244 | $15,381-65.9% | $12,815-59.1% | $11,403-54.0% |