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 | $17,879 | $159,901-88.8% | $146,958-87.8% | $145,922-87.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 13.50% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,488 | $5,286-52.9% | $4,933-49.6% | $4,660-46.6% |
| Participant deferral / active EE | $3,553 | $8,428-57.8% | $8,070-56.0% | $6,688-46.9% |
| Admin fee / account holder | $1,251 | $15,044-91.7% | $12,998-90.4% | $13,397-90.7% |