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 | $85,898 | $183,963-53.3% | $162,163-47.0% | $152,861-43.8% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 19.99% | 150.76%-130.8pp | 115.59%-95.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,866 | $6,371-70.7% | $5,614-66.8% | $4,762-60.8% |
| Participant deferral / active EE | $7,839 | $8,034-2.4% | $7,298+7.4% | $5,850+34.0% |
| Admin fee / account holder | $20,005 | $13,121+52.5% | $10,843+84.5% | $11,596+72.5% |