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 | $104,407 | $152,460-31.5% | $118,746-12.1% | $147,584-29.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.52% | 17.41%-3.9pp | 24.54%-11.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $18,432 | $5,046+265.3% | $4,193+339.6% | $4,876+278.0% |
| Participant deferral / active EE | $11,412 | $6,212+83.7% | $5,332+114.0% | $5,439+109.8% |
| Admin fee / account holder | $540 | $16,953-96.8% | $10,720-95.0% | $10,885-95.0% |