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 5-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 | $78,651 | $180,749-56.5% | $160,784-51.1% | $137,256-42.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.46% | 2234.46%-2215.0pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,213 | $4,155-22.7% | $3,733-13.9% | $4,156-22.7% |
| Participant deferral / active EE | $12,315 | $6,844+79.9% | $6,293+95.7% | $6,407+92.2% |
| Admin fee / account holder | $1,483 | $10,397-85.7% | $9,717-84.7% | $12,270-87.9% |