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 | $129,754 | $159,901-18.9% | $146,958-11.7% | $145,922-11.1% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 27.33% | 98.13%-70.8pp | 418.34%-391.0pp | 561.29%-534.0pp |
| Employer contribution / active EE | $2,622 | $5,286-50.4% | $4,933-46.9% | $4,660-43.7% |
| Participant deferral / active EE | $10,202 | $8,428+21.0% | $8,070+26.4% | $6,688+52.5% |
| Admin fee / account holder | $1,081 | $15,044-92.8% | $12,998-91.7% | $13,397-91.9% |