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 | $141,338 | $157,256-10.1% | $141,162+0.1% | $152,861-7.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 23.95% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,569 | $5,261-32.2% | $4,735-24.6% | $4,762-25.1% |
| Participant deferral / active EE | $7,570 | $7,109+6.5% | $6,709+12.8% | $5,850+29.4% |
| Admin fee / account holder | $1,940 | $12,120-84.0% | $10,261-81.1% | $11,596-83.3% |