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 | $95,266+9.4% | $82,389+26.5% | $142,382-26.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.20% | 25.74%-6.5pp | 28.67%-9.5pp | 217.08%-197.9pp |
| Employer contribution / active EE | $9,000 | $2,991+200.9% | $2,517+257.6% | $4,299+109.3% |
| Participant deferral / active EE | $17,880 | $4,809+271.8% | $4,155+330.4% | $6,507+174.8% |
| Admin fee / account holder | $2,928 | $8,563-65.8% | $7,231-59.5% | $12,624-76.8% |