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 | $124,346 | $111,814+11.2% | $103,374+20.3% | $145,959-14.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.18% | 24.77%-4.6pp | 24.89%-4.7pp | 561.95%-541.8pp |
| Employer contribution / active EE | $5,899 | $4,214+40.0% | $3,869+52.5% | $4,661+26.6% |
| Participant deferral / active EE | $13,459 | $5,618+139.6% | $5,058+166.1% | $6,689+101.2% |
| Admin fee / account holder | $1,200 | $9,754-87.7% | $8,394-85.7% | $13,398-91.0% |