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 | $108,795 | $159,602-31.8% | $150,045-27.5% | $142,382-23.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.02% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,850 | $4,961-62.7% | $4,693-60.6% | $4,299-57.0% |
| Participant deferral / active EE | $9,091 | $8,310+9.4% | $7,997+13.7% | $6,507+39.7% |
| Admin fee / account holder | $418 | $14,846-97.2% | $13,435-96.9% | $12,624-96.7% |