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 | $2,422 | $70,606-96.6% | $53,898-95.5% | $142,382-98.3% |
| Participation rate | 70.8% | 63.7%+7.1pp | 55.0%+15.9pp | 80.1%-9.3pp |
| Annual return | 22.32% | 619.81%-597.5pp | 528.60%-506.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $352 | $1,202-70.7% | $932-62.2% | $4,299-91.8% |
| Participant deferral / active EE | $412 | $2,364-82.6% | $1,826-77.4% | $6,507-93.7% |
| Admin fee / account holder | $395 | $2,852-86.2% | $2,491-84.2% | $12,624-96.9% |