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 10-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 | $139,309 | $106,515+30.8% | $96,683+44.1% | $139,434-0.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.97% | 38.43%-16.5pp | 35.69%-13.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $7,760 | $4,103+89.1% | $3,737+107.7% | $4,751+63.3% |
| Participant deferral / active EE | $5,877 | $5,454+7.8% | $4,878+20.5% | $6,710-12.4% |
| Admin fee / account holder | $7,217 | $7,877-8.4% | $6,730+7.3% | $11,403-36.7% |