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 | $23,456 | $56,199-58.3% | $67,652-65.3% | $59,632-60.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.69% | 18505.31%-18502.6pp | 6625.04%-6622.3pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $2,225 | $1,614+37.8% | $2,266-1.8% | $2,203+1.0% |
| Participant deferral / active EE | $1,292 | $2,844-54.6% | $3,560-63.7% | $3,192-59.5% |
| Admin fee / account holder | $1,340 | $3,958-66.1% | $4,821-72.2% | $4,297-68.8% |