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 | $136,093 | $117,841+15.5% | $102,423+32.9% | $145,922-6.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.77% | 31.65%-13.9pp | 29.32%-11.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $10,339 | $3,615+186.0% | $3,023+242.0% | $4,660+121.9% |
| Participant deferral / active EE | $17,217 | $5,731+200.4% | $5,053+240.7% | $6,688+157.4% |
| Admin fee / account holder | $12,891 | $13,326-3.3% | $9,451+36.4% | $13,397-3.8% |