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 | $43,909 | $44,850-2.1% | $60,547-27.5% | $59,632-26.4% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 1.17% | 1074.14%-1073.0pp | 335.64%-334.5pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,920 | $1,462+31.3% | $2,419-20.7% | $2,203-12.8% |
| Participant deferral / active EE | $2,925 | $2,230+31.2% | $3,328-12.1% | $3,192-8.4% |
| Admin fee / account holder | $1,781 | $3,635-51.0% | $4,536-60.7% | $4,297-58.6% |