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 10-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 | $50,292 | $180,749-72.2% | $160,784-68.7% | $137,256-63.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.92% | 2234.46%-2219.5pp | 1803.92%-1789.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,315 | $4,155-44.3% | $3,733-38.0% | $4,156-44.3% |
| Participant deferral / active EE | $4,659 | $6,844-31.9% | $6,293-26.0% | $6,407-27.3% |
| Admin fee / account holder | $623 | $10,397-94.0% | $9,717-93.6% | $12,270-94.9% |