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 | $78,523 | $159,934-50.9% | $147,005-46.6% | $145,959-46.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.79% | 98.24%-88.4pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $4,402 | $5,287-16.7% | $4,934-10.8% | $4,661-5.6% |
| Participant deferral / active EE | $5,982 | $8,427-29.0% | $8,070-25.9% | $6,689-10.6% |
| Admin fee / account holder | $4,174 | $15,053-72.3% | $13,006-67.9% | $13,398-68.8% |