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 | $104,239 | $87,166+19.6% | $76,735+35.8% | $137,256-24.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.20% | 26.50%-7.3pp | 29.77%-10.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $9,000 | $2,904+209.9% | $2,454+266.7% | $4,156+116.6% |
| Participant deferral / active EE | $17,880 | $4,726+278.3% | $4,088+337.4% | $6,407+179.1% |
| Admin fee / account holder | $2,928 | $8,403-65.2% | $7,189-59.3% | $12,270-76.1% |