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 | $103,873 | $106,515-2.5% | $96,683+7.4% | $139,434-25.5% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 20.03% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,053 | $4,103-25.6% | $3,737-18.3% | $4,751-35.7% |
| Participant deferral / active EE | $7,779 | $5,454+42.6% | $4,878+59.5% | $6,710+15.9% |
| Admin fee / account holder | $931 | $7,877-88.2% | $6,730-86.2% | $11,403-91.8% |