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 | $121,317 | $116,167+4.4% | $64,489+88.1% | $137,256-11.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 14.43% | 36.55%-22.1pp | 55.03%-40.6pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,894 | $2,483+16.5% | $1,523+90.0% | $4,156-30.4% |
| Participant deferral / active EE | $20,030 | $4,215+375.2% | $2,778+621.0% | $6,407+212.6% |
| Admin fee / account holder | $1,256 | $6,188-79.7% | $4,260-70.5% | $12,270-89.8% |