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 | $23,427 | $180,749-87.0% | $160,784-85.4% | $137,256-82.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.05% | 2234.46%-2212.4pp | 1803.92%-1781.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,980 | $4,155-52.3% | $3,733-46.9% | $4,156-52.4% |
| Participant deferral / active EE | $5,195 | $6,844-24.1% | $6,293-17.5% | $6,407-18.9% |
| Admin fee / account holder | $1,164 | $10,397-88.8% | $9,717-88.0% | $12,270-90.5% |