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 | $70,198 | $159,901-56.1% | $146,958-52.2% | $145,922-51.9% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 11.64% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,923 | $5,286-63.6% | $4,933-61.0% | $4,660-58.7% |
| Participant deferral / active EE | $6,612 | $8,428-21.6% | $8,070-18.1% | $6,688-1.1% |
| Admin fee / account holder | $3,079 | $15,044-79.5% | $12,998-76.3% | $13,397-77.0% |