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 | $115,329 | $124,425-7.3% | $112,040+2.9% | $137,256-16.0% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 16.77% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,550 | $3,411-25.2% | $2,954-13.7% | $4,156-38.6% |
| Participant deferral / active EE | $8,015 | $5,718+40.2% | $5,098+57.2% | $6,407+25.1% |
| Admin fee / account holder | $2,971 | $15,207-80.5% | $12,098-75.4% | $12,270-75.8% |