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 | $17,546 | $111,724-84.3% | $93,606-81.3% | $145,922-88.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.43% | 202.98%-189.5pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,705 | $3,090-44.8% | $2,420-29.5% | $4,660-63.4% |
| Participant deferral / active EE | $3,928 | $4,912-20.0% | $4,411-11.0% | $6,688-41.3% |
| Admin fee / account holder | $6,012 | $10,250-41.3% | $8,285-27.4% | $13,397-55.1% |