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 | $89,414 | $127,065-29.6% | $113,168-21.0% | $142,382-37.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.28% | 24.03%-1.7pp | 24.27%-2.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $10,946 | $3,442+218.0% | $2,975+267.9% | $4,299+154.6% |
| Participant deferral / active EE | $23,532 | $5,716+311.7% | $5,107+360.8% | $6,507+261.6% |
| Admin fee / account holder | $725 | $15,736-95.4% | $12,068-94.0% | $12,624-94.3% |