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 | $97,374 | $165,984-41.3% | $164,813-40.9% | $145,922-33.3% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.6%-1.3pp | 80.3%-3.0pp |
| Annual return | 11.72% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $15,025 | $6,959+115.9% | $6,031+149.1% | $6,688+124.7% |
| Admin fee / account holder | $46,675 | $16,648+180.4% | $12,690+267.8% | $13,397+248.4% |