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 5-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 | $131,346 | $118,450+10.9% | $98,439+33.4% | $139,434-5.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.26% | 18.94%-3.7pp | 21.16%-5.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $19,200 | $3,609+432.0% | $3,048+529.9% | $4,751+304.1% |
| Participant deferral / active EE | $30,000 | $5,392+456.4% | $4,738+533.2% | $6,710+347.1% |
| Admin fee / account holder | $442 | $14,026-96.9% | $8,948-95.1% | $11,403-96.1% |