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 | $64,881 | $183,963-64.7% | $162,163-60.0% | $152,861-57.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 26.70% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,714 | $6,371-73.1% | $5,614-69.5% | $4,762-64.0% |
| Participant deferral / active EE | $3,860 | $8,034-51.9% | $7,298-47.1% | $5,850-34.0% |
| Admin fee / account holder | $660 | $13,121-95.0% | $10,843-93.9% | $11,596-94.3% |