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 | $105,961 | $210,648-49.7% | $177,989-40.5% | $145,922-27.4% |
| Participation rate | 72.2% | 80.8%-8.5pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 12.73% | 385.86%-373.1pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,083 | $4,565-54.4% | $3,949-47.3% | $4,660-55.3% |
| Participant deferral / active EE | $6,594 | $6,958-5.2% | $6,276+5.1% | $6,688-1.4% |
| Admin fee / account holder | $5,413 | $12,013-54.9% | $10,363-47.8% | $13,397-59.6% |