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 | $170,778 | $232,540-26.6% | $185,117-7.7% | $147,584+15.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.19% | 43.03%-21.8pp | 40.50%-19.3pp | 578.55%-557.4pp |
| Employer contribution / active EE | $22,456 | $5,195+332.2% | $4,182+437.0% | $4,876+360.5% |
| Participant deferral / active EE | $10,186 | $5,834+74.6% | $5,045+101.9% | $5,439+87.3% |
| Admin fee / account holder | $822 | $10,275-92.0% | $8,159-89.9% | $10,885-92.4% |