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 | $23,016 | $57,281-59.8% | $86,612-73.4% | $75,163-69.4% |
| Participation rate | 71.7% | 63.2%+8.5pp | 71.7%0pp | 67.2%+4.5pp |
| Annual return | 15.07% | 2670.75%-2655.7pp | 591.07%-576.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,145 | $2,314-50.5% | $3,022-62.1% | $2,670-57.1% |
| Participant deferral / active EE | $2,098 | $3,318-36.8% | $4,438-52.7% | $4,125-49.1% |
| Admin fee / account holder | $775 | $4,112-81.2% | $5,614-86.2% | $5,651-86.3% |