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 | $101,136 | $96,484+4.8% | $75,886+33.3% | $152,861-33.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 19.29% | 33.98%-14.7pp | 30.76%-11.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,863 | $3,309-43.7% | $2,500-25.5% | $4,762-60.9% |
| Participant deferral / active EE | $5,333 | $4,553+17.1% | $3,603+48.0% | $5,850-8.8% |
| Admin fee / account holder | $1,837 | $8,078-77.3% | $5,418-66.1% | $11,596-84.2% |