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 | $137,974 | $127,065+8.6% | $113,168+21.9% | $142,382-3.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.09% | 24.03%-4.9pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,890 | $3,442+100.2% | $2,975+131.6% | $4,299+60.3% |
| Participant deferral / active EE | $13,269 | $5,716+132.1% | $5,107+159.8% | $6,507+103.9% |
| Admin fee / account holder | $526 | $15,736-96.7% | $12,068-95.6% | $12,624-95.8% |