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 | $120,611 | $110,257+9.4% | $96,544+24.9% | $139,434-13.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.45% | 26.32%-9.9pp | 25.84%-9.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,781 | $3,620-23.2% | $2,965-6.2% | $4,751-41.5% |
| Participant deferral / active EE | $8,646 | $5,548+55.8% | $4,851+78.2% | $6,710+28.9% |
| Admin fee / account holder | $5,245 | $11,591-54.8% | $8,252-36.4% | $11,403-54.0% |