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 | $53,182 | $159,934-66.7% | $147,005-63.8% | $145,959-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.89% | 98.24%-77.4pp | 418.76%-397.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $2,029 | $5,287-61.6% | $4,934-58.9% | $4,661-56.5% |
| Participant deferral / active EE | $5,435 | $8,427-35.5% | $8,070-32.6% | $6,689-18.7% |
| Admin fee / account holder | $1,042 | $15,053-93.1% | $13,006-92.0% | $13,398-92.2% |