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 | $75,285 | $102,317-26.4% | $146,958-48.8% | $80,856-6.9% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 16.94% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,293 | $3,713-11.3% | $4,933-33.2% | $2,755+19.5% |
| Participant deferral / active EE | $3,355 | $6,644-49.5% | $8,070-58.4% | $4,296-21.9% |
| Admin fee / account holder | $647 | $7,941-91.9% | $12,998-95.0% | $6,918-90.6% |