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 | $112,074 | $159,901-29.9% | $146,958-23.7% | $145,922-23.2% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 10.79% | 98.13%-87.3pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,251 | $5,286-0.7% | $4,933+6.4% | $4,660+12.7% |
| Participant deferral / active EE | $4,964 | $8,428-41.1% | $8,070-38.5% | $6,688-25.8% |
| Admin fee / account holder | $6,761 | $15,044-55.1% | $12,998-48.0% | $13,397-49.5% |