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 | $45,639 | $72,396-37.0% | $67,511-32.4% | $145,959-68.7% |
| Participation rate | 70.6% | 76.9%-6.3pp | 72.9%-2.3pp | 80.3%-9.7pp |
| Annual return | 10.26% | 7194.07%-7183.8pp | 3517.41%-3507.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,697 | $3,071-44.7% | $2,733-37.9% | $4,661-63.6% |
| Participant deferral / active EE | $3,574 | $4,781-25.3% | $4,000-10.7% | $6,689-46.6% |
| Admin fee / account holder | $669 | $5,538-87.9% | $3,999-83.3% | $13,398-95.0% |