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 | $70,791 | $176,056-59.8% | $159,436-55.6% | $167,490-57.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.40% | 331.75%-312.4pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,731 | $5,297-29.6% | $4,829-22.7% | $4,837-22.9% |
| Participant deferral / active EE | $9,347 | $7,750+20.6% | $7,352+27.1% | $6,341+47.4% |
| Admin fee / account holder | $2,557 | $12,554-79.6% | $10,799-76.3% | $12,309-79.2% |