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 | $108,882 | $159,901-31.9% | $146,958-25.9% | $145,922-25.4% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 19.62% | 98.13%-78.5pp | 418.34%-398.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,947 | $5,286-63.2% | $4,933-60.5% | $4,660-58.2% |
| Participant deferral / active EE | $6,213 | $8,428-26.3% | $8,070-23.0% | $6,688-7.1% |
| Admin fee / account holder | $2,271 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |