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 | $108,110 | $103,376+4.6% | $87,100+24.1% | $152,861-29.3% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 23.51% | 28.10%-4.6pp | 28.19%-4.7pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,066 | $3,220-35.8% | $2,521-18.0% | $4,762-56.6% |
| Participant deferral / active EE | $4,592 | $4,778-3.9% | $4,049+13.4% | $5,850-21.5% |
| Admin fee / account holder | $1,555 | $12,205-87.3% | $7,497-79.3% | $11,596-86.6% |