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 4-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 | $143,311 | $127,065+12.8% | $113,168+26.6% | $142,382+0.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.14% | 24.03%+3.1pp | 24.27%+2.9pp | 217.08%-189.9pp |
| Employer contribution / active EE | $23,828 | $3,442+592.2% | $2,975+700.9% | $4,299+454.2% |
| Participant deferral / active EE | $9,281 | $5,716+62.4% | $5,107+81.7% | $6,507+42.6% |
| Admin fee / account holder | $1,890 | $15,736-88.0% | $12,068-84.3% | $12,624-85.0% |