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 | $151,225 | $157,256-3.8% | $141,162+7.1% | $152,861-1.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 61.70% | 64.32%-2.6pp | 71.39%-9.7pp | 345.32%-283.6pp |
| Employer contribution / active EE | $1,968 | $5,261-62.6% | $4,735-58.4% | $4,762-58.7% |
| Participant deferral / active EE | $6,703 | $7,109-5.7% | $6,709-0.1% | $5,850+14.6% |
| Admin fee / account holder | $70,774 | $12,120+483.9% | $10,261+589.7% | $11,596+510.3% |