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 | $148,806 | $149,734-0.6% | $118,925+25.1% | $158,922-6.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 7.69% | 19.95%-12.3pp | 35.88%-28.2pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,445 | $4,115-40.6% | $3,263-25.0% | $4,761-48.6% |
| Participant deferral / active EE | $4,930 | $5,223-5.6% | $4,265+15.6% | $5,982-17.6% |
| Admin fee / account holder | $974 | $8,603-88.7% | $6,581-85.2% | $11,246-91.3% |