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 | $110,244 | $112,729-2.2% | $98,716+11.7% | $137,256-19.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.33% | 38.48%-22.2pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,385 | $2,725+171.0% | $2,279+224.1% | $4,156+77.7% |
| Participant deferral / active EE | $13,146 | $4,640+183.3% | $4,048+224.8% | $6,407+105.2% |
| Admin fee / account holder | $7,728 | $10,129-23.7% | $8,703-11.2% | $12,270-37.0% |