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 5-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 | $147,613 | $111,754+32.1% | $103,333+42.9% | $145,922+1.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.30% | 24.77%-2.5pp | 24.88%-2.6pp | 561.29%-539.0pp |
| Employer contribution / active EE | $12,756 | $4,212+202.8% | $3,868+229.8% | $4,660+173.8% |
| Participant deferral / active EE | $8,875 | $5,619+58.0% | $5,057+75.5% | $6,688+32.7% |
| Admin fee / account holder | $16,524 | $9,750+69.5% | $8,355+97.8% | $13,397+23.3% |