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 | $125,057 | $117,983+6.0% | $101,794+22.9% | $142,382-12.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 12.28% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,695 | $2,773-38.9% | $2,289-25.9% | $4,299-60.6% |
| Participant deferral / active EE | $6,025 | $4,714+27.8% | $4,084+47.5% | $6,507-7.4% |
| Admin fee / account holder | $2,751 | $10,433-73.6% | $8,777-68.7% | $12,624-78.2% |