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 | $87,329 | $106,584-18.1% | $101,326-13.8% | $142,382-38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.55% | 36.93%-17.4pp | 36.82%-17.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $11,964 | $3,956+202.4% | $3,665+226.4% | $4,299+178.3% |
| Participant deferral / active EE | $13,936 | $8,297+68.0% | $7,994+74.3% | $6,507+114.2% |
| Admin fee / account holder | $494 | $11,446-95.7% | $11,185-95.6% | $12,624-96.1% |