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 | $17,976 | $111,724-83.9% | $93,606-80.8% | $145,922-87.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.44% | 202.98%-185.5pp | 133.20%-115.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,478 | $3,090-19.8% | $2,420+2.4% | $4,660-46.8% |
| Participant deferral / active EE | $3,080 | $4,912-37.3% | $4,411-30.2% | $6,688-53.9% |
| Admin fee / account holder | $369 | $10,250-96.4% | $8,285-95.6% | $13,397-97.2% |