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 | $35,662 | $159,901-77.7% | $146,958-75.7% | $145,922-75.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 15.91% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $3,976 | $5,286-24.8% | $4,933-19.4% | $4,660-14.7% |
| Participant deferral / active EE | $6,133 | $8,428-27.2% | $8,070-24.0% | $6,688-8.3% |
| Admin fee / account holder | $14,289 | $15,044-5.0% | $12,998+9.9% | $13,397+6.7% |