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 | $106,290 | $106,584-0.3% | $101,326+4.9% | $142,382-25.3% |
| Participation rate | 82.4% | 82.7%-0.3pp | 81.5%+0.9pp | 80.1%+2.2pp |
| Annual return | 19.34% | 36.93%-17.6pp | 36.82%-17.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,327 | $3,956+59.9% | $3,665+72.6% | $4,299+47.2% |
| Participant deferral / active EE | $10,511 | $8,297+26.7% | $7,994+31.5% | $6,507+61.5% |
| Admin fee / account holder | $2,448 | $11,446-78.6% | $11,185-78.1% | $12,624-80.6% |