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 | $102,540 | $107,452-4.6% | $91,541+12.0% | $142,382-28.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.65% | 22.06%+0.6pp | 20.50%+2.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,400 | $2,994-19.8% | $2,505-4.2% | $4,299-44.2% |
| Participant deferral / active EE | $12,600 | $4,754+165.0% | $4,008+214.4% | $6,507+93.6% |
| Admin fee / account holder | $778 | $8,834-91.2% | $6,956-88.8% | $12,624-93.8% |