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 | $123,125 | $124,281-0.9% | $109,143+12.8% | $167,490-26.5% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 14.16% | 26.04%-11.9pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,784 | $4,207-33.8% | $3,722-25.2% | $4,837-42.5% |
| Participant deferral / active EE | $5,079 | $5,255-3.4% | $4,653+9.1% | $6,341-19.9% |
| Admin fee / account holder | $4,187 | $7,970-47.5% | $6,752-38.0% | $12,309-66.0% |