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 | $60,339 | $176,056-65.7% | $159,436-62.2% | $167,490-64.0% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 17.70% | 331.75%-314.0pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,489 | $5,297-71.9% | $4,829-69.2% | $4,837-69.2% |
| Participant deferral / active EE | $3,131 | $7,750-59.6% | $7,352-57.4% | $6,341-50.6% |
| Admin fee / account holder | $3,027 | $12,554-75.9% | $10,799-72.0% | $12,309-75.4% |