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 | $113,446 | $210,648-46.1% | $177,989-36.3% | $145,922-22.3% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 10.33% | 385.86%-375.5pp | 294.48%-284.2pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,559 | $4,565-43.9% | $3,949-35.2% | $4,660-45.1% |
| Participant deferral / active EE | $2,559 | $6,958-63.2% | $6,276-59.2% | $6,688-61.7% |
| Admin fee / account holder | $3,388 | $12,013-71.8% | $10,363-67.3% | $13,397-74.7% |