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 3-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 | $147,459 | $180,749-18.4% | $160,784-8.3% | $137,256+7.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 31.98% | 2234.46%-2202.5pp | 1803.92%-1771.9pp | 220.34%-188.4pp |
| Employer contribution / active EE | $28,660 | $4,155+589.7% | $3,733+667.8% | $4,156+589.6% |
| Participant deferral / active EE | $31,214 | $6,844+356.1% | $6,293+396.0% | $6,407+387.2% |
| Admin fee / account holder | $916 | $10,397-91.2% | $9,717-90.6% | $12,270-92.5% |