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 | $204,957 | $197,591+3.7% | $177,821+15.3% | $158,922+29.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 24.61% | 58.76%-34.2pp | 48.32%-23.7pp | 302.83%-278.2pp |
| Employer contribution / active EE | $2,960 | $6,697-55.8% | $5,918-50.0% | $4,761-37.8% |
| Participant deferral / active EE | $7,020 | $8,405-16.5% | $7,714-9.0% | $5,982+17.3% |
| Admin fee / account holder | $897 | $15,399-94.2% | $12,427-92.8% | $11,246-92.0% |