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 | $62,103 | $135,635-54.2% | $110,238-43.7% | $135,375-54.1% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | 13.64% | 513.19%-499.5pp | 314.74%-301.1pp | 519.73%-506.1pp |
| Employer contribution / active EE | $2,151 | $4,906-56.2% | $3,826-43.8% | $4,779-55.0% |
| Participant deferral / active EE | $2,603 | $5,506-52.7% | $4,672-44.3% | $5,609-53.6% |
| Admin fee / account holder | $3,679 | $11,457-67.9% | $8,547-57.0% | $10,827-66.0% |