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 3-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 | $100,021 | $106,584-6.2% | $101,326-1.3% | $142,382-29.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.67% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $14,522 | $3,956+267.1% | $3,665+296.2% | $4,299+237.8% |
| Participant deferral / active EE | $15,333 | $8,297+84.8% | $7,994+91.8% | $6,507+135.6% |
| Admin fee / account holder | $406 | $11,446-96.5% | $11,185-96.4% | $12,624-96.8% |