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 | $177,260 | $138,065+28.4% | $123,544+43.5% | $135,375+30.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.38% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $12,602 | $5,151+144.6% | $4,628+172.3% | $4,779+163.7% |
| Participant deferral / active EE | $10,891 | $6,799+60.2% | $6,426+69.5% | $5,609+94.2% |
| Admin fee / account holder | $4,495 | $10,916-58.8% | $9,284-51.6% | $10,827-58.5% |