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 | $4,686 | $70,606-93.4% | $53,898-91.3% | $142,382-96.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 28.19% | 619.81%-591.6pp | 528.60%-500.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $826 | $1,202-31.3% | $932-11.4% | $4,299-80.8% |
| Participant deferral / active EE | $1,757 | $2,364-25.7% | $1,826-3.8% | $6,507-73.0% |
| Admin fee / account holder | $355 | $2,852-87.6% | $2,491-85.8% | $12,624-97.2% |