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 | $118,427+2.4% | $66,042+83.7% | $142,382-14.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 14.43% | 35.57%-21.1pp | 52.11%-37.7pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,894 | $2,570+12.6% | $1,579+83.2% | $4,299-32.7% |
| Participant deferral / active EE | $20,030 | $4,311+364.6% | $2,835+606.4% | $6,507+207.8% |
| Admin fee / account holder | $1,256 | $9,593-86.9% | $5,747-78.2% | $12,624-90.1% |