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 | $144,102 | $111,814+28.9% | $103,374+39.4% | $145,959-1.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.68% | 24.77%-7.1pp | 24.89%-7.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $17,239 | $4,214+309.1% | $3,869+345.5% | $4,661+269.9% |
| Participant deferral / active EE | $12,346 | $5,618+119.8% | $5,058+144.1% | $6,689+84.6% |
| Admin fee / account holder | $1,265 | $9,754-87.0% | $8,394-84.9% | $13,398-90.6% |