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 | $14,792 | $111,724-86.8% | $93,606-84.2% | $145,922-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.63% | 202.98%-188.3pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,814 | $3,090+23.5% | $2,420+57.6% | $4,660-18.1% |
| Participant deferral / active EE | $6,595 | $4,912+34.3% | $4,411+49.5% | $6,688-1.4% |
| Admin fee / account holder | $815 | $10,250-92.0% | $8,285-90.2% | $13,397-93.9% |