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 | $116,333 | $111,754+4.1% | $103,333+12.6% | $145,922-20.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.80% | 24.77%-9.0pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $11,622 | $4,212+175.9% | $3,868+200.5% | $4,660+149.4% |
| Participant deferral / active EE | $11,254 | $5,619+100.3% | $5,057+122.5% | $6,688+68.3% |
| Admin fee / account holder | $4,934 | $9,750-49.4% | $8,355-40.9% | $13,397-63.2% |