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 | $143,738 | $159,901-10.1% | $146,958-2.2% | $145,922-1.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.39% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,472 | $5,286-53.2% | $4,933-49.9% | $4,660-46.9% |
| Participant deferral / active EE | $4,783 | $8,428-43.2% | $8,070-40.7% | $6,688-28.5% |
| Admin fee / account holder | $1,793 | $15,044-88.1% | $12,998-86.2% | $13,397-86.6% |