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 | $122,159 | $114,381+6.8% | $107,525+13.6% | $142,382-14.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 12.27% | 242.71%-230.4pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,935 | $4,015-2.0% | $3,754+4.8% | $4,299-8.5% |
| Participant deferral / active EE | $12,980 | $5,564+133.3% | $5,116+153.7% | $6,507+99.5% |
| Admin fee / account holder | $10,404 | $9,860+5.5% | $8,919+16.7% | $12,624-17.6% |