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 7-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 | $119,814 | $127,065-5.7% | $113,168+5.9% | $142,382-15.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.43% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,045 | $3,442+17.5% | $2,975+35.9% | $4,299-5.9% |
| Participant deferral / active EE | $14,602 | $5,716+155.4% | $5,107+185.9% | $6,507+124.4% |
| Admin fee / account holder | $3,533 | $15,736-77.6% | $12,068-70.7% | $12,624-72.0% |