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 9-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 | $128,733 | $110,257+16.8% | $96,544+33.3% | $139,434-7.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.39% | 26.32%-10.9pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,155 | $3,620+14.8% | $2,965+40.1% | $4,751-12.5% |
| Participant deferral / active EE | $13,062 | $5,548+135.4% | $4,851+169.3% | $6,710+94.7% |
| Admin fee / account holder | $1,852 | $11,591-84.0% | $8,252-77.6% | $11,403-83.8% |