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 | $86,720 | $71,829+20.7% | $69,780+24.3% | $142,382-39.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.67% | 31.01%-12.3pp | 26.31%-7.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $11,255 | $4,385+156.7% | $4,168+170.0% | $4,299+161.8% |
| Participant deferral / active EE | $21,980 | $6,819+222.3% | $6,164+256.6% | $6,507+237.8% |
| Admin fee / account holder | $3,141 | $7,818-59.8% | $7,285-56.9% | $12,624-75.1% |