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 9-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 | $85,918 | $159,901-46.3% | $146,958-41.5% | $145,922-41.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.34% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,216 | $5,286-58.1% | $4,933-55.1% | $4,660-52.4% |
| Participant deferral / active EE | $3,142 | $8,428-62.7% | $8,070-61.1% | $6,688-53.0% |
| Admin fee / account holder | $803 | $15,044-94.7% | $12,998-93.8% | $13,397-94.0% |