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 | $98,132 | $180,749-45.7% | $160,784-39.0% | $137,256-28.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.38% | 2234.46%-2214.1pp | 1803.92%-1783.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,867 | $4,155-6.9% | $3,733+3.6% | $4,156-6.9% |
| Participant deferral / active EE | $9,551 | $6,844+39.5% | $6,293+51.8% | $6,407+49.1% |
| Admin fee / account holder | $362 | $10,397-96.5% | $9,717-96.3% | $12,270-97.0% |