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 | $111,787 | $159,934-30.1% | $147,005-24.0% | $145,959-23.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 11.60% | 98.24%-86.6pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,556 | $5,287-70.6% | $4,934-68.5% | $4,661-66.6% |
| Participant deferral / active EE | $2,879 | $8,427-65.8% | $8,070-64.3% | $6,689-57.0% |
| Admin fee / account holder | $4,902 | $15,053-67.4% | $13,006-62.3% | $13,398-63.4% |