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 | $83,984 | $105,998-20.8% | $92,233-8.9% | $147,584-43.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 20.70% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,692 | $4,333-61.0% | $3,679-54.0% | $4,876-65.3% |
| Participant deferral / active EE | $5,230 | $4,478+16.8% | $3,897+34.2% | $5,439-3.8% |
| Admin fee / account holder | $427 | $6,332-93.3% | $5,194-91.8% | $10,885-96.1% |