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 | $27,662 | $180,749-84.7% | $160,784-82.8% | $137,256-79.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 28.56% | 2234.46%-2205.9pp | 1803.92%-1775.4pp | 220.34%-191.8pp |
| Employer contribution / active EE | $4,103 | $4,155-1.3% | $3,733+9.9% | $4,156-1.3% |
| Participant deferral / active EE | $7,136 | $6,844+4.3% | $6,293+13.4% | $6,407+11.4% |
| Admin fee / account holder | $690 | $10,397-93.4% | $9,717-92.9% | $12,270-94.4% |