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 | $24,608 | $102,966-76.1% | $90,281-72.7% | $152,861-83.9% |
| Participation rate | 76.9% | 75.9%+1.1pp | 73.3%+3.7pp | 82.4%-5.5pp |
| Annual return | 17.87% | 95.16%-77.3pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $806 | $4,281-81.2% | $3,885-79.2% | $5,850-86.2% |
| Admin fee / account holder | $449 | $6,171-92.7% | $5,351-91.6% | $11,596-96.1% |