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 3-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 | $145,518 | $106,584+36.5% | $101,326+43.6% | $142,382+2.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.41% | 36.93%-23.5pp | 36.82%-23.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,499 | $3,956-36.8% | $3,665-31.8% | $4,299-41.9% |
| Participant deferral / active EE | $7,346 | $8,297-11.5% | $7,994-8.1% | $6,507+12.9% |
| Admin fee / account holder | $1,536 | $11,446-86.6% | $11,185-86.3% | $12,624-87.8% |