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 3-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 | $101,553 | $100,773+0.8% | $88,946+14.2% | $142,382-28.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.22% | 70.18%-45.0pp | 57.82%-32.6pp | 217.08%-191.9pp |
| Employer contribution / active EE | $31,727 | $2,918+987.4% | $2,555+1141.8% | $4,299+638.0% |
| Participant deferral / active EE | $16,575 | $5,230+216.9% | $4,581+261.8% | $6,507+154.7% |
| Admin fee / account holder | $400 | $9,693-95.9% | $8,261-95.2% | $12,624-96.8% |