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 | $64,239 | $159,901-59.8% | $146,958-56.3% | $145,922-56.0% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 19.18% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,148 | $5,286-59.4% | $4,933-56.5% | $4,660-53.9% |
| Participant deferral / active EE | $7,275 | $8,428-13.7% | $8,070-9.8% | $6,688+8.8% |
| Admin fee / account holder | $3,462 | $15,044-77.0% | $12,998-73.4% | $13,397-74.2% |