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 | $119,390 | $100,773+18.5% | $88,946+34.2% | $142,382-16.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.71% | 70.18%-51.5pp | 57.82%-39.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $14,820 | $2,918+407.9% | $2,555+480.1% | $4,299+244.7% |
| Participant deferral / active EE | $8,857 | $5,230+69.3% | $4,581+93.3% | $6,507+36.1% |
| Admin fee / account holder | $1,650 | $9,693-83.0% | $8,261-80.0% | $12,624-86.9% |