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 | $130,908 | $124,281+5.3% | $109,143+19.9% | $167,490-21.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 15.12% | 26.04%-10.9pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $5,137 | $4,207+22.1% | $3,722+38.0% | $4,837+6.2% |
| Participant deferral / active EE | $11,111 | $5,255+111.4% | $4,653+138.8% | $6,341+75.2% |
| Admin fee / account holder | $15,159 | $7,970+90.2% | $6,752+124.5% | $12,309+23.2% |