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 | $84,363 | $180,749-53.3% | $160,784-47.5% | $137,256-38.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.99% | 2234.46%-2212.5pp | 1803.92%-1781.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,880 | $4,155+17.4% | $3,733+30.7% | $4,156+17.4% |
| Participant deferral / active EE | $18,580 | $6,844+171.5% | $6,293+195.3% | $6,407+190.0% |
| Admin fee / account holder | $1,065 | $10,397-89.8% | $9,717-89.0% | $12,270-91.3% |