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 | $20,318 | $84,695-76.0% | $73,843-72.5% | $125,391-83.8% |
| Participation rate | 90.0% | 76.8%+13.2pp | 73.4%+16.6pp | 83.2%+6.8pp |
| Annual return | 2.15% | 3123.53%-3121.4pp | 2267.84%-2265.7pp | 282.22%-280.1pp |
| Employer contribution / active EE | $1,853 | $3,123-40.7% | $2,787-33.5% | $4,866-61.9% |
| Participant deferral / active EE | $2,669 | $3,992-33.2% | $3,583-25.5% | $5,352-50.1% |
| Admin fee / account holder | $2,966 | $5,691-47.9% | $4,880-39.2% | $9,540-68.9% |