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 | $140,572 | $115,882+21.3% | $100,516+39.9% | $158,922-11.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 14.88% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,409 | $4,103+7.5% | $3,418+29.0% | $4,761-7.4% |
| Participant deferral / active EE | $11,504 | $6,674+72.4% | $6,270+83.5% | $5,982+92.3% |
| Admin fee / account holder | $1,166 | $10,995-89.4% | $8,081-85.6% | $11,246-89.6% |