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 | $1,561 | $76,738-98.0% | $56,411-97.2% | $145,922-98.9% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 13.53% | 2994.23%-2980.7pp | 1701.33%-1687.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $437 | $2,623-83.3% | $1,952-77.6% | $6,688-93.5% |
| Admin fee / account holder | $328 | $3,334-90.2% | $2,829-88.4% | $13,397-97.6% |