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 | $77,308 | $159,901-51.7% | $146,958-47.4% | $145,922-47.0% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 12.66% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,362 | $5,286-55.3% | $4,933-52.1% | $4,660-49.3% |
| Participant deferral / active EE | $3,334 | $8,428-60.4% | $8,070-58.7% | $6,688-50.1% |
| Admin fee / account holder | $675 | $15,044-95.5% | $12,998-94.8% | $13,397-95.0% |