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 | $170,725 | $180,749-5.5% | $160,784+6.2% | $137,256+24.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.67% | 2234.46%-2215.8pp | 1803.92%-1785.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,866 | $4,155-55.1% | $3,733-50.0% | $4,156-55.1% |
| Participant deferral / active EE | $5,374 | $6,844-21.5% | $6,293-14.6% | $6,407-16.1% |
| Admin fee / account holder | $2,683 | $10,397-74.2% | $9,717-72.4% | $12,270-78.1% |