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 | $99,918+19.2% | $81,382+46.4% | $145,922-18.4% |
| Participation rate | 94.4% | 74.2%+20.3pp | 69.5%+25.0pp | 80.3%+14.2pp |
| Annual return | 15.06% | 34.32%-19.3pp | 24.73%-9.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,553 | $2,978-14.3% | $2,463+3.7% | $4,660-45.2% |
| Participant deferral / active EE | $2,843 | $4,605-38.3% | $3,883-26.8% | $6,688-57.5% |
| Admin fee / account holder | $3,729 | $8,212-54.6% | $5,768-35.3% | $13,397-72.2% |