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 9-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 | $46,659 | $159,901-70.8% | $146,958-68.2% | $145,922-68.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.66% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,711 | $5,286-48.7% | $4,933-45.1% | $4,660-41.8% |
| Participant deferral / active EE | $3,873 | $8,428-54.0% | $8,070-52.0% | $6,688-42.1% |
| Admin fee / account holder | $4,140 | $15,044-72.5% | $12,998-68.2% | $13,397-69.1% |