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 | $108,204 | $100,773+7.4% | $88,946+21.7% | $142,382-24.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.63% | 70.18%-53.6pp | 57.82%-41.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,278 | $2,918+12.3% | $2,555+28.3% | $4,299-23.8% |
| Participant deferral / active EE | $10,874 | $5,230+107.9% | $4,581+137.3% | $6,507+67.1% |
| Admin fee / account holder | $320 | $9,693-96.7% | $8,261-96.1% | $12,624-97.5% |