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 | $26,220 | $44,850-41.5% | $60,547-56.7% | $59,632-56.0% |
| Participation rate | 88.5% | 59.5%+29.0pp | 68.0%+20.5pp | 68.7%+19.8pp |
| Annual return | 0.74% | 1074.14%-1073.4pp | 335.64%-334.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,343 | $1,462-8.1% | $2,419-44.5% | $2,203-39.0% |
| Participant deferral / active EE | $1,569 | $2,230-29.6% | $3,328-52.8% | $3,192-50.8% |
| Admin fee / account holder | $7,295 | $3,635+100.7% | $4,536+60.8% | $4,297+69.8% |