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 4-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 | $137,549 | $180,749-23.9% | $160,784-14.5% | $137,256+0.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 35.77% | 2234.46%-2198.7pp | 1803.92%-1768.1pp | 220.34%-184.6pp |
| Employer contribution / active EE | $2,413 | $4,155-41.9% | $3,733-35.4% | $4,156-41.9% |
| Participant deferral / active EE | $9,100 | $6,844+33.0% | $6,293+44.6% | $6,407+42.0% |
| Admin fee / account holder | $1,955 | $10,397-81.2% | $9,717-79.9% | $12,270-84.1% |