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 | $121,886 | $124,425-2.0% | $112,040+8.8% | $137,256-11.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.81% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $9,046 | $3,411+165.2% | $2,954+206.2% | $4,156+117.7% |
| Participant deferral / active EE | $15,750 | $5,718+175.4% | $5,098+209.0% | $6,407+145.8% |
| Admin fee / account holder | $1,294 | $15,207-91.5% | $12,098-89.3% | $12,270-89.5% |