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 | $162,901 | $177,572-8.3% | $154,803+5.2% | $142,382+14.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.02% | 65.07%-52.0pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,732 | $4,810+19.1% | $4,305+33.1% | $4,299+33.3% |
| Participant deferral / active EE | $10,011 | $6,272+59.6% | $5,540+80.7% | $6,507+53.8% |
| Admin fee / account holder | $2,697 | $16,786-83.9% | $14,329-81.2% | $12,624-78.6% |