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 | $111,413 | $106,584+4.5% | $101,326+10.0% | $142,382-21.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.91% | 36.93%-17.0pp | 36.82%-16.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,650 | $3,956-7.7% | $3,665-0.4% | $4,299-15.1% |
| Participant deferral / active EE | $14,689 | $8,297+77.0% | $7,994+83.7% | $6,507+125.7% |
| Admin fee / account holder | $522 | $11,446-95.4% | $11,185-95.3% | $12,624-95.9% |