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 | $154,459 | $157,256-1.8% | $141,162+9.4% | $152,861+1.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.79% | 64.32%-49.5pp | 71.39%-56.6pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,635 | $5,261-49.9% | $4,735-44.4% | $4,762-44.7% |
| Participant deferral / active EE | $9,333 | $7,109+31.3% | $6,709+39.1% | $5,850+59.5% |
| Admin fee / account holder | $495 | $12,120-95.9% | $10,261-95.2% | $11,596-95.7% |