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 | $75,951 | $159,901-52.5% | $146,958-48.3% | $145,922-48.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.09% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,523 | $5,286-52.3% | $4,933-48.8% | $4,660-45.8% |
| Participant deferral / active EE | $2,883 | $8,428-65.8% | $8,070-64.3% | $6,688-56.9% |
| Admin fee / account holder | $3,442 | $15,044-77.1% | $12,998-73.5% | $13,397-74.3% |