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 | $102,554 | $104,974-2.3% | $95,585+7.3% | $142,382-28.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.40% | 210.33%-198.9pp | 38.56%-27.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,790 | $2,779+0.4% | $2,527+10.4% | $4,299-35.1% |
| Participant deferral / active EE | $4,568 | $4,352+5.0% | $4,023+13.5% | $6,507-29.8% |
| Admin fee / account holder | $1,205 | $6,386-81.1% | $6,127-80.3% | $12,624-90.5% |