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 | $133,397 | $106,515+25.2% | $96,683+38.0% | $139,434-4.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 28.08% | 38.43%-10.3pp | 35.69%-7.6pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,137 | $4,103-72.3% | $3,737-69.6% | $4,751-76.1% |
| Participant deferral / active EE | $7,466 | $5,454+36.9% | $4,878+53.1% | $6,710+11.3% |
| Admin fee / account holder | $2,179 | $7,877-72.3% | $6,730-67.6% | $11,403-80.9% |