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 6-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 | $125,900 | $118,427+6.3% | $66,042+90.6% | $142,382-11.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 19.87% | 35.57%-15.7pp | 52.11%-32.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,787 | $2,570+8.5% | $1,579+76.5% | $4,299-35.2% |
| Participant deferral / active EE | $9,880 | $4,311+129.2% | $2,835+248.4% | $6,507+51.8% |
| Admin fee / account holder | $611 | $9,593-93.6% | $5,747-89.4% | $12,624-95.2% |