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 | $139,331 | $103,376+34.8% | $87,100+60.0% | $152,861-8.9% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.9%-3.5pp | 82.4%-9.1pp |
| Annual return | 18.96% | 28.10%-9.1pp | 28.19%-9.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,213 | $3,220-62.3% | $2,521-51.9% | $4,762-74.5% |
| Participant deferral / active EE | $5,675 | $4,778+18.8% | $4,049+40.2% | $5,850-3.0% |
| Admin fee / account holder | $371 | $12,205-97.0% | $7,497-95.1% | $11,596-96.8% |