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 | $158,301 | $232,540-31.9% | $185,117-14.5% | $147,584+7.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 19.37% | 43.03%-23.7pp | 40.50%-21.1pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,184 | $5,195-77.2% | $4,182-71.7% | $4,876-75.7% |
| Participant deferral / active EE | $10,404 | $5,834+78.3% | $5,045+106.2% | $5,439+91.3% |
| Admin fee / account holder | $1,733 | $10,275-83.1% | $8,159-78.8% | $10,885-84.1% |