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 | $85,908 | $89,753-4.3% | $107,525-20.1% | $84,808+1.3% |
| Participation rate | 94.9% | 68.1%+26.9pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 18.39% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,306 | $3,113+6.2% | $3,754-11.9% | $2,631+25.7% |
| Participant deferral / active EE | $10,113 | $4,056+149.3% | $5,116+97.7% | $4,212+140.1% |
| Admin fee / account holder | $3,107 | $7,222-57.0% | $8,919-65.2% | $7,344-57.7% |