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 | $122,754 | $127,065-3.4% | $113,168+8.5% | $142,382-13.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 13.45% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,072 | $3,442-39.8% | $2,975-30.3% | $4,299-51.8% |
| Participant deferral / active EE | $3,629 | $5,716-36.5% | $5,107-28.9% | $6,507-44.2% |
| Admin fee / account holder | $18,575 | $15,736+18.0% | $12,068+53.9% | $12,624+47.1% |