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 | $51,802 | $180,749-71.3% | $160,784-67.8% | $137,256-62.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.49% | 2234.46%-2217.0pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,032 | $4,155-3.0% | $3,733+8.0% | $4,156-3.0% |
| Participant deferral / active EE | $12,898 | $6,844+88.4% | $6,293+105.0% | $6,407+101.3% |
| Admin fee / account holder | $489 | $10,397-95.3% | $9,717-95.0% | $12,270-96.0% |