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 3-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 | $16,617 | $111,724-85.1% | $93,606-82.2% | $145,922-88.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 13.64% | 202.98%-189.3pp | 133.20%-119.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,908 | $3,090-38.3% | $2,420-21.2% | $4,660-59.1% |
| Participant deferral / active EE | $4,162 | $4,912-15.3% | $4,411-5.6% | $6,688-37.8% |
| Admin fee / account holder | $503 | $10,250-95.1% | $8,285-93.9% | $13,397-96.2% |