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 | $119,104 | $100,004+19.1% | $81,438+46.3% | $145,959-18.4% |
| Participation rate | 94.4% | 74.2%+20.3pp | 69.5%+24.9pp | 80.3%+14.2pp |
| Annual return | 15.06% | 34.34%-19.3pp | 24.74%-9.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,553 | $2,970-14.0% | $2,460+3.8% | $4,661-45.2% |
| Participant deferral / active EE | $2,843 | $4,603-38.2% | $3,883-26.8% | $6,689-57.5% |
| Admin fee / account holder | $3,729 | $8,202-54.5% | $5,764-35.3% | $13,398-72.2% |