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 | $132,925 | $110,257+20.6% | $96,544+37.7% | $139,434-4.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 19.95% | 26.32%-6.4pp | 25.84%-5.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,919 | $3,620-47.0% | $2,965-35.3% | $4,751-59.6% |
| Participant deferral / active EE | $6,063 | $5,548+9.3% | $4,851+25.0% | $6,710-9.6% |
| Admin fee / account holder | $2,688 | $11,591-76.8% | $8,252-67.4% | $11,403-76.4% |