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 | $153,689 | $163,101-5.8% | $136,749+12.4% | $142,382+7.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 27.54%-8.6pp | 24.33%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $21,472 | $4,117+421.6% | $3,400+531.6% | $4,299+399.5% |
| Participant deferral / active EE | $17,306 | $5,585+209.9% | $4,692+268.8% | $6,507+166.0% |
| Admin fee / account holder | $1,044 | $14,318-92.7% | $11,386-90.8% | $12,624-91.7% |