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 5-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 | $211,727 | $180,749+17.1% | $160,784+31.7% | $137,256+54.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.14% | 2234.46%-2215.3pp | 1803.92%-1784.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $10,200 | $4,155+145.5% | $3,733+173.3% | $4,156+145.4% |
| Participant deferral / active EE | $22,999 | $6,844+236.0% | $6,293+265.5% | $6,407+259.0% |
| Admin fee / account holder | $789 | $10,397-92.4% | $9,717-91.9% | $12,270-93.6% |