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 | $86,587 | $210,648-58.9% | $177,989-51.4% | $145,922-40.7% |
| Participation rate | 81.0% | 80.8%+0.2pp | 77.1%+3.9pp | 80.3%+0.7pp |
| Annual return | 12.35% | 385.86%-373.5pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,121 | $4,565-53.5% | $3,949-46.3% | $4,660-54.5% |
| Participant deferral / active EE | $5,379 | $6,958-22.7% | $6,276-14.3% | $6,688-19.6% |
| Admin fee / account holder | $317 | $12,013-97.4% | $10,363-96.9% | $13,397-97.6% |