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 8-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 | $116,093 | $117,983-1.6% | $101,794+14.0% | $142,382-18.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 24.18% | 36.92%-12.7pp | 30.53%-6.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $8,642 | $2,773+211.7% | $2,289+277.5% | $4,299+101.0% |
| Participant deferral / active EE | $6,064 | $4,714+28.7% | $4,084+48.5% | $6,507-6.8% |
| Admin fee / account holder | $3,384 | $10,433-67.6% | $8,777-61.4% | $12,624-73.2% |