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 4-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 | $19,777 | $180,749-89.1% | $160,784-87.7% | $137,256-85.6% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 20.61% | 2234.46%-2213.9pp | 1803.92%-1783.3pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,040 | $4,155-26.8% | $3,733-18.6% | $4,156-26.9% |
| Participant deferral / active EE | $5,102 | $6,844-25.5% | $6,293-18.9% | $6,407-20.4% |
| Admin fee / account holder | $1,984 | $10,397-80.9% | $9,717-79.6% | $12,270-83.8% |