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 | $22,538 | $100,852-77.7% | $90,404-75.1% | $158,922-85.8% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 12.97% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,051 | $3,689-71.5% | $3,262-67.8% | $4,761-77.9% |
| Participant deferral / active EE | $1,518 | $4,348-65.1% | $3,963-61.7% | $5,982-74.6% |
| Admin fee / account holder | $1,505 | $6,501-76.9% | $5,611-73.2% | $11,246-86.6% |