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 | $55,542 | $180,749-69.3% | $160,784-65.5% | $137,256-59.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.80% | 2234.46%-2219.7pp | 1803.92%-1789.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,451 | $4,155-41.0% | $3,733-34.3% | $4,156-41.0% |
| Participant deferral / active EE | $6,146 | $6,844-10.2% | $6,293-2.3% | $6,407-4.1% |
| Admin fee / account holder | $5,128 | $10,397-50.7% | $9,717-47.2% | $12,270-58.2% |