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 | $40,512 | $180,749-77.6% | $160,784-74.8% | $137,256-70.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.62% | 2234.46%-2218.8pp | 1803.92%-1788.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,264 | $4,155-21.5% | $3,733-12.6% | $4,156-21.5% |
| Participant deferral / active EE | $9,873 | $6,844+44.3% | $6,293+56.9% | $6,407+54.1% |
| Admin fee / account holder | $3,945 | $10,397-62.1% | $9,717-59.4% | $12,270-67.9% |