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 4-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 | $216,467 | $201,272+7.5% | $184,203+17.5% | $145,922+48.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.75% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $16,991 | $7,022+142.0% | $6,427+164.4% | $4,660+264.6% |
| Participant deferral / active EE | $14,712 | $9,806+50.0% | $9,131+61.1% | $6,688+120.0% |
| Admin fee / account holder | $4,985 | $16,364-69.5% | $13,901-64.1% | $13,397-62.8% |