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 | $132,984 | $154,117-13.7% | $129,995+2.3% | $139,434-4.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.68% | 32.48%-4.8pp | -137.18%+164.9pp | 372.94%-345.3pp |
| Employer contribution / active EE | $30,750 | $5,289+481.4% | $4,320+611.9% | $4,751+547.3% |
| Participant deferral / active EE | $21,771 | $6,710+224.5% | $5,820+274.1% | $6,710+224.4% |
| Admin fee / account holder | $1,206 | $14,007-91.4% | $10,614-88.6% | $11,403-89.4% |