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 | $72,046 | $159,901-54.9% | $146,958-51.0% | $145,922-50.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 19.45% | 98.13%-78.7pp | 418.34%-398.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,373 | $5,286-55.1% | $4,933-51.9% | $4,660-49.1% |
| Participant deferral / active EE | $3,944 | $8,428-53.2% | $8,070-51.1% | $6,688-41.0% |
| Admin fee / account holder | $5,806 | $15,044-61.4% | $12,998-55.3% | $13,397-56.7% |