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 7-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 | $115,103 | $127,065-9.4% | $113,168+1.7% | $142,382-19.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.07% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,326 | $3,442+54.7% | $2,975+79.0% | $4,299+23.9% |
| Participant deferral / active EE | $12,557 | $5,716+119.7% | $5,107+145.9% | $6,507+93.0% |
| Admin fee / account holder | $1,375 | $15,736-91.3% | $12,068-88.6% | $12,624-89.1% |