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 | $143,092 | $163,101-12.3% | $136,749+4.6% | $142,382+0.5% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 19.23% | 27.54%-8.3pp | 24.33%-5.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,350 | $4,117-42.9% | $3,400-30.9% | $4,299-45.3% |
| Participant deferral / active EE | $5,559 | $5,585-0.5% | $4,692+18.5% | $6,507-14.6% |
| Admin fee / account holder | $4,903 | $14,318-65.8% | $11,386-56.9% | $12,624-61.2% |