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 | $86,027 | $209,832-59.0% | $189,513-54.6% | $167,490-48.6% |
| Participation rate | 85.0% | 88.7%-3.7pp | 87.8%-2.8pp | 82.1%+2.9pp |
| Annual return | 11.70% | 748.27%-736.6pp | 555.15%-543.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,684 | $8,935-36.4% | $8,221-30.9% | $6,341-10.4% |
| Admin fee / account holder | $731 | $14,293-94.9% | $12,045-93.9% | $12,309-94.1% |