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 | $116,912 | $112,729+3.7% | $98,716+18.4% | $137,256-14.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 15.37% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,662 | $2,725-39.0% | $2,279-27.1% | $4,156-60.0% |
| Participant deferral / active EE | $8,975 | $4,640+93.4% | $4,048+121.7% | $6,407+40.1% |
| Admin fee / account holder | $814 | $10,129-92.0% | $8,703-90.6% | $12,270-93.4% |