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 | $100,948 | $159,901-36.9% | $146,958-31.3% | $145,922-30.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.50% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,414 | $5,286-35.4% | $4,933-30.8% | $4,660-26.7% |
| Participant deferral / active EE | $13,904 | $8,428+65.0% | $8,070+72.3% | $6,688+107.9% |
| Admin fee / account holder | $7,567 | $15,044-49.7% | $12,998-41.8% | $13,397-43.5% |