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 | $76,697 | $159,901-52.0% | $146,958-47.8% | $145,922-47.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.38% | 98.13%-84.7pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,863 | $5,286-26.9% | $4,933-21.7% | $4,660-17.1% |
| Participant deferral / active EE | $10,749 | $8,428+27.5% | $8,070+33.2% | $6,688+60.7% |
| Admin fee / account holder | $1,175 | $15,044-92.2% | $12,998-91.0% | $13,397-91.2% |