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 | $100,729 | $176,056-42.8% | $159,436-36.8% | $167,490-39.9% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 62.68% | 331.75%-269.1pp | 263.57%-200.9pp | 478.56%-415.9pp |
| Employer contribution / active EE | $4,042 | $5,297-23.7% | $4,829-16.3% | $4,837-16.4% |
| Participant deferral / active EE | $6,607 | $7,750-14.7% | $7,352-10.1% | $6,341+4.2% |
| Admin fee / account holder | $2,849 | $12,554-77.3% | $10,799-73.6% | $12,309-76.9% |