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 | $82,669 | $180,749-54.3% | $160,784-48.6% | $137,256-39.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.98% | 2234.46%-2217.5pp | 1803.92%-1786.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,080 | $4,155-1.8% | $3,733+9.3% | $4,156-1.8% |
| Participant deferral / active EE | $10,028 | $6,844+46.5% | $6,293+59.3% | $6,407+56.5% |
| Admin fee / account holder | $6,677 | $10,397-35.8% | $9,717-31.3% | $12,270-45.6% |