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 | $131,035 | $162,781-19.5% | $133,956-2.2% | $158,922-17.5% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 14.22% | 41.94%-27.7pp | 45.09%-30.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,119 | $4,975-57.4% | $3,919-45.9% | $4,761-55.5% |
| Participant deferral / active EE | $5,831 | $5,911-1.3% | $5,048+15.5% | $5,982-2.5% |
| Admin fee / account holder | $1,129 | $11,736-90.4% | $8,927-87.4% | $11,246-90.0% |