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 | $99,071 | $100,970-1.9% | $96,576+2.6% | $137,256-27.8% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 18.29% | 38.16%-19.9pp | 38.47%-20.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,914 | $3,809+2.8% | $3,553+10.2% | $4,156-5.8% |
| Participant deferral / active EE | $8,905 | $8,286+7.5% | $7,956+11.9% | $6,407+39.0% |
| Admin fee / account holder | $2,437 | $11,312-78.5% | $11,381-78.6% | $12,270-80.1% |