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 | $116,829 | $111,754+4.5% | $103,333+13.1% | $145,922-19.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 20.74% | 24.77%-4.0pp | 24.88%-4.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $4,280 | $4,212+1.6% | $3,868+10.7% | $4,660-8.1% |
| Participant deferral / active EE | $13,503 | $5,619+140.3% | $5,057+167.0% | $6,688+101.9% |
| Admin fee / account holder | $18,459 | $9,750+89.3% | $8,355+120.9% | $13,397+37.8% |