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 5-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 | $2,388 | $67,823-96.5% | $52,425-95.4% | $137,256-98.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.02% | 219.11%-201.1pp | 302.12%-284.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $510 | $1,163-56.2% | $914-44.3% | $4,156-87.7% |
| Participant deferral / active EE | $815 | $2,288-64.4% | $1,790-54.5% | $6,407-87.3% |
| Admin fee / account holder | $422 | $2,844-85.2% | $2,495-83.1% | $12,270-96.6% |