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 | $155,391 | $177,572-12.5% | $154,803+0.4% | $142,382+9.1% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 22.91% | 65.07%-42.2pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,835 | $4,810-41.1% | $4,305-34.2% | $4,299-34.1% |
| Participant deferral / active EE | $6,256 | $6,272-0.2% | $5,540+12.9% | $6,507-3.9% |
| Admin fee / account holder | $2,682 | $16,786-84.0% | $14,329-81.3% | $12,624-78.8% |