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 | $31,485 | $217,402-85.5% | $185,823-83.1% | $167,490-81.2% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 13.31% | 148.36%-135.0pp | 122.05%-108.7pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,536 | $5,873-56.8% | $5,167-50.9% | $4,837-47.6% |
| Participant deferral / active EE | $3,427 | $6,356-46.1% | $5,568-38.5% | $6,341-46.0% |
| Admin fee / account holder | $5,149 | $19,811-74.0% | $16,237-68.3% | $12,309-58.2% |