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 4-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 | $28,881 | $159,901-81.9% | $146,958-80.3% | $145,922-80.2% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 31.74% | 98.13%-66.4pp | 418.34%-386.6pp | 561.29%-529.5pp |
| Employer contribution / active EE | $1,990 | $5,286-62.4% | $4,933-59.7% | $4,660-57.3% |
| Participant deferral / active EE | $4,544 | $8,428-46.1% | $8,070-43.7% | $6,688-32.1% |
| Admin fee / account holder | $2,194 | $15,044-85.4% | $12,998-83.1% | $13,397-83.6% |