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 | $114,683 | $100,970+13.6% | $96,576+18.7% | $137,256-16.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.15% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,887 | $3,809+107.0% | $3,553+122.0% | $4,156+89.8% |
| Participant deferral / active EE | $14,697 | $8,286+77.4% | $7,956+84.7% | $6,407+129.4% |
| Admin fee / account holder | $10,521 | $11,312-7.0% | $11,381-7.6% | $12,270-14.3% |