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 | $126,271 | $124,425+1.5% | $112,040+12.7% | $137,256-8.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.21% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $8,720 | $3,411+155.6% | $2,954+195.2% | $4,156+109.8% |
| Participant deferral / active EE | $18,929 | $5,718+231.0% | $5,098+271.3% | $6,407+195.5% |
| Admin fee / account holder | $1,585 | $15,207-89.6% | $12,098-86.9% | $12,270-87.1% |