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 | $168,960 | $201,259-16.0% | $184,200-8.3% | $145,959+15.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.91% | 28.98%-17.1pp | 28.80%-16.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $17,234 | $7,018+145.6% | $6,424+168.3% | $4,661+269.8% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,132-37.0% | $6,689-14.0% |
| Admin fee / account holder | $1,220 | $16,372-92.5% | $13,907-91.2% | $13,398-90.9% |