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 3-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 | $23,571 | $180,749-87.0% | $160,784-85.3% | $137,256-82.8% |
| Participation rate | 93.8% | 80.0%+13.8pp | 77.0%+16.8pp | 80.0%+13.8pp |
| Annual return | 44.65% | 2234.46%-2189.8pp | 1803.92%-1759.3pp | 220.34%-175.7pp |
| Employer contribution / active EE | $13,197 | $4,155+217.6% | $3,733+253.5% | $4,156+217.5% |
| Participant deferral / active EE | $1,849 | $6,844-73.0% | $6,293-70.6% | $6,407-71.1% |
| Admin fee / account holder | $2,918 | $10,397-71.9% | $9,717-70.0% | $12,270-76.2% |