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 | $29,325 | $159,901-81.7% | $146,958-80.0% | $145,922-79.9% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 18.31% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,285 | $5,286-75.7% | $4,933-74.0% | $4,660-72.4% |
| Participant deferral / active EE | $2,834 | $8,428-66.4% | $8,070-64.9% | $6,688-57.6% |
| Admin fee / account holder | $20,068 | $15,044+33.4% | $12,998+54.4% | $13,397+49.8% |