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 | $104,741 | $210,648-50.3% | $177,989-41.2% | $145,922-28.2% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 13.51% | 385.86%-372.3pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,809 | $4,565-38.5% | $3,949-28.9% | $4,660-39.7% |
| Participant deferral / active EE | $5,382 | $6,958-22.6% | $6,276-14.2% | $6,688-19.5% |
| Admin fee / account holder | $1,164 | $12,013-90.3% | $10,363-88.8% | $13,397-91.3% |