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 3-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 | $153,567 | $177,572-13.5% | $154,803-0.8% | $142,382+7.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.83% | 65.07%-46.2pp | 58.88%-40.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,357 | $4,810-30.2% | $4,305-22.0% | $4,299-21.9% |
| Participant deferral / active EE | $19,884 | $6,272+217.0% | $5,540+258.9% | $6,507+205.6% |
| Admin fee / account holder | $940 | $16,786-94.4% | $14,329-93.4% | $12,624-92.6% |