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 4-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 | $47,227 | $159,934-70.5% | $147,005-67.9% | $145,959-67.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 13.45% | 98.24%-84.8pp | 418.76%-405.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,706 | $5,287-48.8% | $4,934-45.2% | $4,661-41.9% |
| Participant deferral / active EE | $3,819 | $8,427-54.7% | $8,070-52.7% | $6,689-42.9% |
| Admin fee / account holder | $755 | $15,053-95.0% | $13,006-94.2% | $13,398-94.4% |