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 7-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 | $140,733 | $127,065+10.8% | $113,168+24.4% | $142,382-1.2% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 20.41% | 24.03%-3.6pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,785 | $3,442+39.0% | $2,975+60.8% | $4,299+11.3% |
| Participant deferral / active EE | $9,481 | $5,716+65.9% | $5,107+85.6% | $6,507+45.7% |
| Admin fee / account holder | $2,514 | $15,736-84.0% | $12,068-79.2% | $12,624-80.1% |