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 | $117,983-6.6% | $101,794+8.3% | $142,382-22.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.33% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,385 | $2,773+166.3% | $2,289+222.6% | $4,299+71.8% |
| Participant deferral / active EE | $13,146 | $4,714+178.9% | $4,084+221.9% | $6,507+102.0% |
| Admin fee / account holder | $7,728 | $10,433-25.9% | $8,777-12.0% | $12,624-38.8% |