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 8-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 | $16,267 | $100,852-83.9% | $90,404-82.0% | $158,922-89.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 14.47% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,682 | $3,689-0.2% | $3,262+12.9% | $4,761-22.7% |
| Participant deferral / active EE | $5,036 | $4,348+15.8% | $3,963+27.1% | $5,982-15.8% |
| Admin fee / account holder | $1,248 | $6,501-80.8% | $5,611-77.8% | $11,246-88.9% |