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 4-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 | $24,037 | $180,749-86.7% | $160,784-85.1% | $137,256-82.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.30% | 2234.46%-2213.2pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,390 | $4,155-18.4% | $3,733-9.2% | $4,156-18.4% |
| Participant deferral / active EE | $4,811 | $6,844-29.7% | $6,293-23.6% | $6,407-24.9% |
| Admin fee / account holder | $4,373 | $10,397-57.9% | $9,717-55.0% | $12,270-64.4% |