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 | $35,811 | $180,749-80.2% | $160,784-77.7% | $137,256-73.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.06% | 2234.46%-2215.4pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,543 | $4,155+9.3% | $3,733+21.7% | $4,156+9.3% |
| Participant deferral / active EE | $14,793 | $6,844+116.1% | $6,293+135.1% | $6,407+130.9% |
| Admin fee / account holder | $959 | $10,397-90.8% | $9,717-90.1% | $12,270-92.2% |