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 6-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 | $28,501 | $180,749-84.2% | $160,784-82.3% | $137,256-79.2% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.0%+9.7pp | 80.0%+6.7pp |
| Annual return | 22.03% | 2234.46%-2212.4pp | 1803.92%-1781.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $21,124 | $4,155+408.4% | $3,733+465.9% | $4,156+408.3% |
| Participant deferral / active EE | $27,451 | $6,844+301.1% | $6,293+336.2% | $6,407+328.5% |
| Admin fee / account holder | $16,594 | $10,397+59.6% | $9,717+70.8% | $12,270+35.2% |