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 10-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 | $166,818 | $162,781+2.5% | $133,956+24.5% | $158,922+5.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.22% | 41.94%-28.7pp | 45.09%-31.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $10,358 | $4,975+108.2% | $3,919+164.3% | $4,761+117.5% |
| Participant deferral / active EE | $7,693 | $5,911+30.1% | $5,048+52.4% | $5,982+28.6% |
| Admin fee / account holder | $1,088 | $11,736-90.7% | $8,927-87.8% | $11,246-90.3% |