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 | $32,220 | $105,998-69.6% | $92,233-65.1% | $147,584-78.2% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 9.96% | 50.05%-40.1pp | 176.28%-166.3pp | 578.55%-568.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,802 | $4,478-37.4% | $3,897-28.1% | $5,439-48.5% |
| Admin fee / account holder | $857 | $6,332-86.5% | $5,194-83.5% | $10,885-92.1% |