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 | $81,554 | $180,749-54.9% | $160,784-49.3% | $137,256-40.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 17.72% | 2234.46%-2216.7pp | 1803.92%-1786.2pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,440 | $4,155-41.3% | $3,733-34.6% | $4,156-41.3% |
| Participant deferral / active EE | $5,828 | $6,844-14.8% | $6,293-7.4% | $6,407-9.0% |
| Admin fee / account holder | $4,637 | $10,397-55.4% | $9,717-52.3% | $12,270-62.2% |