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 | $90,121 | $89,753+0.4% | $107,525-16.2% | $84,808+6.3% |
| Participation rate | 71.9% | 68.1%+3.8pp | 75.1%-3.2pp | 68.3%+3.6pp |
| Annual return | 14.75% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,206 | $3,113+3.0% | $3,754-14.6% | $2,631+21.9% |
| Participant deferral / active EE | $6,293 | $4,056+55.1% | $5,116+23.0% | $4,212+49.4% |
| Admin fee / account holder | $23,708 | $7,222+228.3% | $8,919+165.8% | $7,344+222.8% |