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 | $17,405 | $180,749-90.4% | $160,784-89.2% | $137,256-87.3% |
| Participation rate | 90.5% | 80.0%+10.5pp | 77.0%+13.5pp | 80.0%+10.5pp |
| Annual return | 19.21% | 2234.46%-2215.3pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,247 | $4,155-45.9% | $3,733-39.8% | $4,156-45.9% |
| Participant deferral / active EE | $3,648 | $6,844-46.7% | $6,293-42.0% | $6,407-43.1% |
| Admin fee / account holder | $2,840 | $10,397-72.7% | $9,717-70.8% | $12,270-76.9% |