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 | $88,715 | $114,047-22.2% | $96,139-7.7% | $167,490-47.0% |
| Participation rate | 70.6% | 75.1%-4.5pp | 68.4%+2.1pp | 82.1%-11.5pp |
| Annual return | 23.43% | 189.88%-166.5pp | 191.94%-168.5pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,830 | $3,427-46.6% | $2,797-34.6% | $4,837-62.2% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $4,349-100.0% | $6,341-100.0% |
| Admin fee / account holder | $3,725 | $6,897-46.0% | $5,537-32.7% | $12,309-69.7% |