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 | $12,414 | $70,606-82.4% | $53,898-77.0% | $142,382-91.3% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 20.38% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $741 | $1,202-38.3% | $932-20.5% | $4,299-82.8% |
| Participant deferral / active EE | $2,030 | $2,364-14.1% | $1,826+11.1% | $6,507-68.8% |
| Admin fee / account holder | $320 | $2,852-88.8% | $2,491-87.1% | $12,624-97.5% |