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 | $128,222 | $125,758+2.0% | $169,993-24.6% | $75,163+70.6% |
| Participation rate | 80.8% | 83.6%-2.8pp | 87.0%-6.2pp | 67.2%+13.6pp |
| Annual return | 28.76% | 27.20%+1.6pp | 53.37%-24.6pp | 160.62%-131.9pp |
| Employer contribution / active EE | $7,155 | $4,615+55.0% | $6,785+5.4% | $2,670+168.0% |
| Participant deferral / active EE | $20,176 | $6,837+195.1% | $10,408+93.9% | $4,125+389.1% |
| Admin fee / account holder | $4,190 | $8,173-48.7% | $12,815-67.3% | $5,651-25.9% |