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 | $124,425-28.1% | $112,040-20.2% | $137,256-34.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.28% | 24.72%-2.4pp | 24.52%-2.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $10,946 | $3,411+220.9% | $2,954+270.6% | $4,156+163.4% |
| Participant deferral / active EE | $23,532 | $5,718+311.5% | $5,098+361.6% | $6,407+267.3% |
| Admin fee / account holder | $725 | $15,207-95.2% | $12,098-94.0% | $12,270-94.1% |