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 9-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 | $80,467 | $79,944+0.7% | $98,439-18.3% | $75,163+7.1% |
| Participation rate | 71.0% | 70.4%+0.6pp | 75.2%-4.2pp | 67.2%+3.8pp |
| Annual return | 20.32% | 19.75%+0.6pp | 21.16%-0.8pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,856 | $2,264+26.2% | $3,048-6.3% | $2,670+7.0% |
| Participant deferral / active EE | $7,600 | $3,752+102.6% | $4,738+60.4% | $4,125+84.2% |
| Admin fee / account holder | $3,677 | $6,840-46.2% | $8,948-58.9% | $5,651-34.9% |