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 7-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 | $128,585 | $148,534-13.4% | $135,903-5.4% | $139,434-7.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 25.66% | 79.19%-53.5pp | 68.23%-42.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $9,086 | $5,243+73.3% | $4,856+87.1% | $4,751+91.2% |
| Participant deferral / active EE | $9,339 | $8,100+15.3% | $7,758+20.4% | $6,710+39.2% |
| Admin fee / account holder | $1,026 | $12,400-91.7% | $10,762-90.5% | $11,403-91.0% |