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 | $90,837 | $159,934-43.2% | $147,005-38.2% | $145,959-37.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.71% | 98.24%-86.5pp | 418.76%-407.1pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,529 | $5,287-52.2% | $4,934-48.7% | $4,661-45.7% |
| Participant deferral / active EE | $11,255 | $8,427+33.6% | $8,070+39.5% | $6,689+68.3% |
| Admin fee / account holder | $387 | $15,053-97.4% | $13,006-97.0% | $13,398-97.1% |