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 | $6,480 | $76,785-91.6% | $56,441-88.5% | $145,959-95.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.97% | 3000.51%-2990.5pp | 1704.21%-1694.2pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,170 | $1,381-15.3% | $1,039+12.6% | $4,661-74.9% |
| Participant deferral / active EE | $2,783 | $2,624+6.1% | $1,953+42.5% | $6,689-58.4% |
| Admin fee / account holder | $366 | $3,334-89.0% | $2,829-87.1% | $13,398-97.3% |