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 | $120,347 | $94,338+27.6% | $100,534+19.7% | $142,382-15.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 34.86% | 29.20%+5.7pp | 32.66%+2.2pp | 217.08%-182.2pp |
| Employer contribution / active EE | $14,766 | $4,237+248.5% | $4,346+239.7% | $4,299+243.5% |
| Participant deferral / active EE | $21,976 | $5,934+270.3% | $6,144+257.7% | $6,507+237.7% |
| Admin fee / account holder | $586 | $8,421-93.0% | $7,654-92.3% | $12,624-95.4% |