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 | $166,890 | $197,591-15.5% | $177,821-6.1% | $158,922+5.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 10.83% | 58.76%-47.9pp | 48.32%-37.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,801 | $6,697-73.1% | $5,918-69.6% | $4,761-62.2% |
| Participant deferral / active EE | $3,894 | $8,405-53.7% | $7,714-49.5% | $5,982-34.9% |
| Admin fee / account holder | $714 | $15,399-95.4% | $12,427-94.3% | $11,246-93.6% |