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 | $27,630 | $102,317-73.0% | $146,958-81.2% | $80,856-65.8% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.8pp | 67.6%+27.3pp |
| Annual return | 28.38% | 134.76%-106.4pp | 418.34%-390.0pp | 35.59%-7.2pp |
| Employer contribution / active EE | $2,666 | $3,713-28.2% | $4,933-46.0% | $2,755-3.2% |
| Participant deferral / active EE | $3,344 | $6,644-49.7% | $8,070-58.6% | $4,296-22.1% |
| Admin fee / account holder | $1,881 | $7,941-76.3% | $12,998-85.5% | $6,918-72.8% |